HomeMy WebLinkAbout07-06-10~p NOTICE OF INHERITANCE TAX pI°~~~`y~~
BUREAU OF INDIVIDUAL TAXES ~~-n!~ ~~~~~+T, ALLOWANtt7EE OR DISALLOWANCE DEPARTMENT OF REVENUE
INMEitITANCE TAX DIVISION ~'`k .`..:` ' ' -~'Yl'"4'D~~ TION$ AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
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PO 80X 280601 ;' ` ~ °•
HARRIS8UR6 PA 17128-0601 ~~l~E~ «~- i `~~~ '"""~
~~iQ,~t _b ~M ~~ ' 4 DATE 06-28-2010
ESTATE OF WORRELL THOMAS A
DATE OF DEATH 08-20-2009
C~R~ QF FILE NUMBER 21 09-0926
FRANCIS A ZULLI ~~~, CQURT COUNTY CUMBERLAND
10 9 LOCUST ST ~~~~~"_~ti.~ ~~ ~ P~ ACN APPEAL DATE : 08 - 27 - 2010
H BG PA 17101 (See reverse side ~s3der ~~ectiriws )
Aaount Re~itted ~ -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONC THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAIS:EE~ENTr ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WORRELL THOMAS. AFILE N0.:21 09-0926
I~ ACNs 101
~I' DATE: 06-28-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) C:HAN6ED
APPRAISED YALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NDTE: To ensure proper
2. .Stocks and Bonds (Schedule B) C2) 4,35 6.4 ~ credit to your account,
3. Closely Held Stock/Partnership interest (Schedule C) C3) .0 0 submit the upper portion
of this fora with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 Q tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 19, 925.99
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule 6) (7) 9,2$4.05
a. Total Assets cs) 33,5bb.49
APPROV ED DEDUCTIONS AND EXEMPTLONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) ~_ ~, 10~~,4,~~Q.a
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,1 K 7.20
11 . Total Deductions C11) 13, 02$ . 20
12. Nat Valua of Tax Return C12) 20,538.29
13. Charitable/6averne~entsl Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0'0
14. Net Value of Estate Subject to Tax C14) 20,538.2'9
.~.
NOTE: If an assessment was 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, 15 and/or 16, 17, 18 and 19 will
of A_. retuhns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) . 00 x
C16) 2 0 . X38 _ ~ X
c17~ _ oo x
Cls) .00 x
00 = .00
045 = 924.22
12 a . OIO
15 .0!0
C19)= 924.2'2
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-12-2010 CD 12465 .00 924.22
TOTAL TAX PAYMENT 924.22.
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 FOR INSTRUCTIONS.