HomeMy WebLinkAbout07-06-10NOTIC~, OF INHERITANCE TAX ~n"n~y Y~11a
BUREAU OF INDIVIDUAL TAXES ,-~`~~.°.a,°. f ;',~"'w" ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHHtITANCE TAX DIVISION ~"~~~ flWaTT,ONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO 80X 280101 '~ '~• `"r',~ ~ ,~,~ F. ~"
HARRIS8UR6 PA 17128-0601 i 1~~`" °'"'
t~ ~~~ ~~ P~ 'L: ~ ~ DATE 06-28-2010
ZQ ESTATE OF BLACK LAWRENCE E
~~ ~~ DATE OF DEATH 09-17-2009
~,',~ ~~ ~~~~-~ FILE NU`NtEit 21 09-0931
WILLIAM A DUNCAN ~~~~ ~,~ ~ Q~ ACNNTY 101BE°RLAND
DUNCAN K HARTMAN ~~~~ APPEAL DATE: 08-27-2D10
l I RV I NE ROW (See reverse side weder Objections)
CARLISLE PA 17013 Asrount ReBritted~-
MAKE CHECK PAYAALE AND REMIT PAYMENT T0:
REGISTER OF WILL'S
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~! RETAIN LOWER PORTION FOR YOUR RECORDS ~ _
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAI$EMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AN'D ASSESSMENT OF TAX
ESTATE OF: BLACK LAWRENCE EFILE N0.:21 09-0931 ACN: 101 DATE: 06-28-2010
TAX RETURN WAS : C)O ACC;EPTEp AS F I LED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 160, 127.94 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 561.7 8
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule 6) C7) 45, 712.72
8. Total Assets Ce) 206 , 402.44
APPROVED DEDUCTIONS AND EXENPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1 2.11., S 8 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 45,39$.00
11. Total Deductions C11) 57,514.8'9
12. Net Vslue of Tax Return C12) 148,887.5'5
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedula J) C13) .0'0
14. Net Value of Estate Sub3ect to Tax ~ C14) 1148,887.515
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r®flect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 .0 0
16. Amount of line 14 taxable at Lineal/Class A rate C16y , 1.4 8 . g87 _ SP; x 045 ~ 6, 699.94
17. Amount of Line 14 at Sibling rate (17) _ OD X 12 a . 0'0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 1 5 = .0'0
19. Principal Tax Due C19)= 6, 699.94
TAX CREDITS:
PAYMENT-
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-11-2009 CD012095 236.84 4,500.00
03-23-2010 CD012505 .00 1,963.10
* If PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 6,699.94
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A •'CREDIT•' CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS.