HomeMy WebLinkAbout07-06-10NOTICE OF INHERITANCE TAX ~'~ns~~~~~~'
BUREAU OF INDIVIDUAL TAXES r , ,, E , ~ LOWANGE OR DISAL40WANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION f ~~, ~F ~~ ~ T~I ,~~5•",AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO ~( 280601 ~ ` °' ~
HARRISfURG PA 17128-0601 ~~~~~`~~' ,,.e ~ `vi ~ ~ ~. _•
Z~~~ Ju~ _6 p~ ~; ~~ DATE 06-21-2010
ESTATE OF BARSOHN HELEN
~~R~ ~~. DATE OF DEATH 01-08-2010
~~~'~~~ ~~~~. FILE NUMBER 21 10-0026
THOMAS E FLOWER ~~? k"ti?C ^~ ~~ COUNTY CUMBERLAND
~U~~.. ,~. ?~ ~J ~~t . ACN 101
2109 MARKET ST APPEAL DATE: 08-20-2010
CAMP H I L L PA 17 011 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE ANn REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONC THIS LINE ~- RETAIN LOWER PORTION FOR YOUR
- - - - -- r - - - - - - ~ - - - - r r~ - - - - - - - - - - - - - - - - - - - -- - - ~ - - - - - - •• - - RECORDS f'~
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REV-1547 EX AFP C12-09) NOTICE OF INHERI~'ANCE TAX APPRAI$E~{EMT, ALLOWANCE - - - - - - - - - - - - - - •" - - -
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARSOHN HELEN FILE N0.:21 10-0026 ACM: 101 DATES 06-21-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •Q0 submit the upper portion
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) 121,330.91
6. Jointly Owned Property (Schedule. F) (6) 51 , 722.68
7. Transfers (Schedule G) C7) 237,858.29
8. Total Assets C8) 410 , 911.818
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8.114.11
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 325.8 3
11. Total Deductions C11) 8,439.94
12. Net Value of Tax Return C12) 402,471.9
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 U
14. Net Value of Estate Subject to Tax C14) 402,471.94
NOTE: If an assess~ent was issued previously, lines 14, 15 and/or 16, 17 , 18 and 19 will
reflect figures that include the total of ALL return s assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 .0 Q
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 6D2 .471 _ 94 x 045 = 18,111.24
17. Amount of Line 14 at Sibling rate C17) _D 0 X 1 2 .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 .0 ~
19. Principal Tax Due C19)= 18, 111.24
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-03-2010 CD 12416 894.19 16,989.56
rwYntn: nu~i aE FADE BY 10-OS-2010*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 17,883.75.
BALANCE OF TAX DUE 227.49
INTEREST AND PEN. .00
TOTAL DUE 227.49'
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.