HomeMy WebLinkAbout07-06-10BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
.~ ~.,~.r: CE OF INHERITANCE TAX
TAXES` f,n_~~.kt~-R~-~t~ T, ALLOWANCE OR DISALLOWANCE
.. ~'~ .~TIONS AND ASSESSMENT OF TAX
~~~.~ ;,1 i G~`,Q.~i~
Z~IU Jl~l. -5 P~ 2~ 14
PETER J RUSSO
STE 100
5006 E TRINDLE
MECHANICSBURG
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RD
PA 17050
pensylvarria
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 06-28-2010
ESTATE OF PETERMAN NANCY T
DATE OF DEATH 12-07-2008
FILE NUMHEI~' 21 08-1250
COUNTY CUM$ERLAND
ACN 101
APPEAL DATE:. 08-27-2010
(See reverse side render Ol~ections)
Amount Reu3tted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONE THIS LINE _ ~'- RfTAIN LOWER PORTION FOR YOUf~ RECORDS 4~ _ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISENIENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE
~~i OF: PETERMAN NANCY TFILE N0.:21 08-1250
M ACN: 101 DATE: 06-28-210.10
TAX RETURN WAS: CEO ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 93, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule BJ (2) 23, 115.95 credit to your account,
00 submit the upper 'portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property tSchedule E) C5) 16,241.49
6. Jointly Owned Property (Schedule F) (6) 7,211.47
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) __,_,8=1
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 2 1,254.95
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8,1 0 9.94
11. Total Deductions C11) 29, 3(4.89
0
204
02
11
12. Net Value of Tax Return C12) ,
.
.
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) ,~,~1~
14. Net Valus of Estate Subject to Tax C14) 110,204.0
NOTE: If an asssssusnt was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 Trill
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Lfne 14 at Spousal rate C15) .00 X 00 = .010
16. Amount of Line 14 taxable at Lineal/Class A rate C16) l~l ~ . 20G _ 02 x 045 = 4, 959. 1'~9
17. Amount of Line 14 at Sfbling rate C17) _ 0~. X 12 s . 010
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .010
19. Principal Tax Due C19)= 4,959.1'9
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-05-2010 CD012569 129.96- 5,140.39
TOTAL TAX PAYMENT 5,010.43
BALANCE OF TAX SUE 51.24CR
INTEREST AND PEN. .00
TOTAL DUE 51.24ICR
* 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 FOR INSTRUCTIONS.