HomeMy WebLinkAbout06-11-10_,
~,~,,,,,~~~., ,~,~ NOTICE OF INHERITANCE TAX ~~~~y~,~/~~a
BUREAU of IN~ '~ ~ ~ ~""APPRAiSEMENT, AL4OM~RNCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX ~ ~• ~t~€~ 1 C OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 oc AFP u2-o9)
PO 607E 280601
HARRIS6URC PA 17128-0601
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ROItE'i~~~~a ~~ErY``',.
FREY B FRAY
5 S HANOVER ST
CARLISLE PA 17013
DATE 06-08-2010
ESTATE OF CLINE VAUNLEE E
DATE OF DEATH 11-30-2008
FILE NUMHER 21 08-1225
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-07-2010
(See reverse side under (~b~ect&ius)
A~ount Reritted ~~ ~~
MAKE CHECK PAYABLE AND REMIT PAYMENT TOs
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
_-____'INE ~- RETAIN LOWER PORTxON FOR YOUR
CUT_ALONC_TNIS L~---------------
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- RECORDS !"~
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REV-I547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEl4ENT, ALLOWAI~ICE -
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OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CLIN~ VAUNLEE EFILE N0.:21 08-1225 ACN: 101 DATE: 06-08-2010
TAX RETURN WAS: CEO ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate ',CSchedule A) C1) 724,064~I}0 NOTE: To unsure propor
2. Stocks and Bonds CSchedule B) C2)_____ r6, 83_,_, 6_00 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) C3) . of this form with your
4. Mortgages/Notes Receivable CSchedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 394,189.00
6. Jointly Owned Property CSchedule F) C6) 25, 000.00
7. Transfers CSchedule 6) C7) • 00
8. Total Assets C8) 1, 37Q, 08_
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expanses CSchedule H) Cg) 3.1.4 4 0.0 0
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) , =,~48~0_0,0
11. Total Deductions C11) 34,470.00
12. Net Value of Tax Return C12) 1,335,619.00
13. CharitablelEv{overnmental Bequests; Non-elected 9113 Trusts CSchedul e J) C13) .0 D
14. Net Valu• of Estate Subject to Tax C14) _ 1, 335, 619.00
NOTE: If an as~ess~ent was issued previously, lines 14, 15 and/or 16, 17 , 18 end 19 will
reflect i~inures that include the total of ALL . returns assessed to data.
ASSESSMENT OF TAI:
15. Amount of Lime 14 at Spousal rate C15) .0 0 X 00 ~ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .;; 5, 61 9 _ n0 x 045 g 60,103 ;00
17. Amount of Lire 14 at Sibling rate C17) _ DO X 12 a .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 1 5 = .0 0
19. Principal Tax Due C19)= 60,103.00
TAX CREDITS:
PAYMENT
DATE R CEIPT
NUMBER DISCOUNT C+)
INTERESTlPEN PAID C-)
AMOUNT PAID
03-02-2009 D011 37 .00 58,000.00
INTEREST IS CHARgED THROUGH 06-23-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF TIHIS FORM
TOTAL TAX PAYMENT 58,000.00
BALANCE OF TAX DUE 2:103.00
INTEREST AND PEN. 75.69
TOTAL DUE 2,178.69
* IF PAID AFTER DATE'IINDICATED, SEE REVERSE IF TO'UL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY 1E DUE
FOR CALCULATION OF !,ADDITIONAL
INTEREST.
A REFUND.
SEE
REVERSE SIDE OF THIS FORM
FOR INSTRUCTIONS.
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