HomeMy WebLinkAbout07-06-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~. _r; APR , ALLOWANCE OR DISALLOWANCE
~T''~:"~j~ ,.OHS AwD AS$~SSNfNT OF TAX
INHERITANCE TAX DIVISION ~'}~~`~,, ~. ~, ,~
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NARRISBUR6 PA 1.7128-0601 4 ±s t'1i~; 4 !.,~ i 'ti. ~ y } - ••
2410 JiSt- -6 P~ 2' 22
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RICHARD W STEWAR ~~~~ " , , ~~
301 MARKET ST ~U~~,~`~~''~~~~ ~~~~
PO BOX 109
LEMOYNE PA 17043-0109
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DEPARTMENT Of REVENUE
REV-1547 EX AFP C12-09)
DATE 06-21-2010
ESTATE OF BIERI SUZANNE B
DATE OF DEATH 12-19-2009
FILE NUMBER 21 0'9-1197
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-20-2010
(Sce reverse side under Obfecdons)
Auount Ra~itted ~-
MAKE CHECK PAYA&LE AND RENIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONC THIS LINE i'- RETAIN LOWER PORTION FOR YOU RECORDS
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISE~NT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSE SNENT OF TAX
ESTATE OF: BIERI SUZANNE BFILE N0.:21 09-1197 ACN: 101 DATE.: 06-21-2010
TAX RETURN WAS: CX) ACCEPTED AS FILEII C ) CHAM6ED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchodulo A) C1) •0 0 NOTE: To ensure p~opor
2. Stocks and Bonds CSchodulo B) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Hold Stock/Partnership Interest CSchodule C) C3) . of this form with your
4. Mortgages/Notes Receivable CSchodulo D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CScfiedule E) c5) 455, 621.84
6. Jointly Owned Property CSchodule F) C6) .0 0
7. Transfers CSchodulo G) C7) 787,668.92
8. Total Assets Cs) 1, 243 , 290.7b
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) ~ 0.16 7.9.1
10. Debts/Mortgage Liabilities/Lions (Schedule I) C10) 2,2 1 3.9 9
11. Total Deductions C11) 52, 381. 9
12. Net Value of Tax Return C12) 1 , 190, 908.8
13. Charitable/6ovornmontal Bequests; Non-elected 9113 Trusts CSchodule J) C13) _, .0 0
14. Not Value of Estate Subject to Tax C14) 1 , 190, 90R_^
NOTE: If an assass~ent ryas issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 1,5 and/or 16, 17, 18 and 19 will
of ALL r®tu~ns assessed to date.
18. Amount of Lino 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) • 00 X
C16) 1 .19 0.9~A.A6 X
C17) _ no x
cis) .00 X
00 .00
045 = 53,590.9p
12 .Op
15 .Op
n9)= 53, 590.9p
PAYMENT
DATE RECEI T
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-15-2010 CD0124 8 2,679.55 50,911.36
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 53,590.91
BALANCE OF TAX Dtl'E .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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