HomeMy WebLinkAbout07-06-10,_~,,~..,.~j,.-r~ ; ~~,~-.OF INHERITANCE TAX ~I~~IS~ ~aI1~E~
~~~~.~~A~~Rr~-~''g~,~''ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~-,~-~, . r - r~ ~. t~
INWERITANCE TAX DIVISION ~~„C,f`C,~y'~~~~NS AND ASSESSMENT OF TAX REV-1547 EX AFP c12-o9)
PO BOX 288601
HARRISBURG PA 17128-0601 }`
~~~~ ~~~.. "'6 P~ 2' I `~ DATE 06-28-2010
ESTATE OF EVERHART FRANCES D
~~R~ ~ DATE OF DEATH 05-14-2009
aRP~+~ ~(~~~ FILE NUMBER 21 09-0528
SANDRA R STITZER ~~~~~~~~`~ ~~" ~~~ COUNTY CUMBERLAND
ACN 101
WACHOVIA BANK APPEAL DATE: 08-27-2010
P 0 BOX 110 2 (See reverse side under Objections )
READING PA 19603-1102 Amount Reu3tted
MAKE CHECK PAYABLE AND REMIT PAYMENT TOt
REGIST',ER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONC THIS LINE ~ RETAIN LOWER PORTION FOR YOU~t RECORDS !~ _ _
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EVERHART FRANCES DFILE NO.:21 09-0528 ACN: 101 DATE: 06-28-21,010
TAX RETURN WAS: C)O ACCEPTED AS FILED C ) CHANGED
~, ~ i
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 215, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your adcount,
• 00 submit the uppor',portion
3. Closely Neld 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 (Schedule E) C5) 77, 893.88
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule 6) C7) 1,424,008.56
8. Total Assets c8) 1 : 71 b , 902 . ~4
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) ~, 76.98:0.66
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) ~ 11 , 649.58
11. Total Deductions C11) $8,b30.24
12. Net Yalue of Tax Return C12) 1 , 62$, 272.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
14. Net Value of Estate Sub3ect to Tax C14) 1 ~ 601 x272.20
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, la and 19 will
reflect figures that include the total of A_LL retut-ns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) '10,000.00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ~~';91 .272 _ 20 x 045 = 71 607.25
17. Amount of Line 14 at Sibling rate C17) ~_~ ~ X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .010
19. Principal Tax Due C14)s 71 , 607. 2~i5
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-13-2009 CD011623 3,415.79 64,900.00
01-28-2010 CD012306 .00 3,291.46
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 71,607.25
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .Oq
IF TOTAL DUE IS REFLECTED AS A "CREDIT•' CCR), YOU MAY B~ DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTION$~