HomeMy WebLinkAbout06-11-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO dmC 28Q601
NARRISNlRC PA 17128-0601
NOTICE OF .INHERITANCE TAX pennsylvan~a
~C~~~~~~' ,ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
`~ ,C ..,~,pF~,~~t~TIONS AND ASSESSMENT OF TAX REV-1547 EX AFP a2-o9)
__ _ __ ---..- _ .. _ _ . __-_ _ . _._.. _ _ _ .._ __ ~#.o_ _~_~__.~-~-_ - _---._ _ ___ DATE .__ __.. _. ___ _... _ _ _ 05 -_31- 2,010.. ...
ESTATE OF RODGERS THOMAS J
~~ DATE OF DEATH 10-13-2009
~~~~,5 ~T FILE NUMBER 21 10-0040
~~~~~ ~.~ ~ COUNTY CUMBERLAND
MARK C DUFFIE ACN 101
301 MARKET .ST APPEAL DATE: 07-3 0-2010
L E MOYNE PA 17 043 (See reverse side under Objections)
Auount Reuitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT A1.ON_6 THIS L~iNE ~! RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF; ROD6~RS THOMAS JFILE N0 .:21 10-0040 ACM: 101 DATE: 05-31-2010
TAX RETURN WAS: CjO ACCEPTED AS FILED C ) CHANGED
APPRALSED VALUE 'OF RETURN BASED ON: ORI~6INAL RETURN
1. Real Estate CSchedule A) C1) •0 0 NOTE: To ensue proper
2. Stocks and Bonds CSchedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest CSchedule C) C3) .0 ~ submit the upper portion
of this form with your
4. Mortgages/Ngtes Receivable CSchedule D) C4) •0 0 tax paymeht.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E] C5) 1,2 0 0.0 0
6. Jointly Owned Property CSchedule F) (6) .0 0
7. Transfers CSchedule 6) C7) 215,500.00
8. Total Assets C8) 216, 700.00
APPROV ED DEDUCTIIONS AND EXEMPTIONSs
9. Funeral Expenses/Adm. Casts/Misc. Expenses CSchedule H) Cg) 11.58~.~ 2
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) .0-0
11. Total Deductions C11) 11,585.52
12. Net Value of Tax Return C12) 205, 114.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 205,114.48
NOTE: If an assessment was issued previously,
reflect fiauros that include the total
ASSESSMENT OF TADC:
15. Amount of Line 14 at Spousal rata
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assssaed to date.
18. Amount of Liins 14 taxable at Collateral/Class B rate
19. Principal-Tax Due
TAX' CREDITS:
C15) . 00 X
C16) 2 1~.~D0_~0 X
C17) . OQ X
cl$) .00 X
00 .00
045 = 9,697.50
12 = .00
15 .00
c19)= 9, 697.50
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-13-2010 CD012233 484.87 9,212.62
05-24-2010 SBADJUST .00 .O1
TOTAL TAX PAYMENT 9,697.50
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL. DUE .00
* iF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS.
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