HomeMy WebLinkAbout07-06-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO dO)( 28A601
HARRISBURG PA 17125-0661
NOTICE OF INHERITANCE TAX
APP 1~„~.{ } ~,QWANCE QR DISALLOWANCE
"'+YC~ED~C~]s~€~ta~~tD ASSESSMENT OF TAX
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1817 BASIN HILL BLVD
CARLISLE PA
17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 06-21-2010
ESTATE OF ERICKSON HELEN L
DATE OF DEATH 05-29-2009
FILE NUM11EIk 21 09-0513
COUNTY CUh~BERLAND
ACN 101
APPEAL DATE: 08-20-2010
(See reverse side render Ob}rcli~ns
Amount Ren3tted ~~
NAKE CHECK PAYA1lLE AND REMIT PAYMENT TOs
REGLSTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT_ALONC_TNIS_LINE-_____~- __RETAIN.LOWER_PQRTION_FOR_YOUa_RECORDS__!~~ ___________________
REV-1547 EX AFP C12-09) NOTICE pF INHERITANCE TAX APPRAISEI~ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ERICKSON HELEN LFILE NO.s21 09-0513 ACN: 101 DATE: 06-21-2010
TAX RETURN MIAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
A)
d
h
l
t
CS
C1)
•0 0
NOTE: To ensure proper
o
o
u
c
e
1. Real Esta
hodulo B)
d
d B
CS C2) 7,0 0 0.0 0_ credit to your account,
on
s
c
2. Stocks an
Interest CSchodulo C)
tnershi
k/Pa
d St
C3) .0 0 submit th• upper portion
f this fore with your
p
r
oc
3. Closely Hol
able CSchodulo D)
i
R
/N
t C4) .0 0 o
tax payeont.
ece
v
o
es
4. Mortpaeos
Personal Property CSchedule E)
/Mi
it
D C5) 459,596.06
sc.
s
epos
5. Cash/Bank
CSchedule F)
t
d P C6) .0 0
y
roper
6. Jointly Owne
7. Transfers CSchedule G1 C7) 195, 838 . T2
C8) 662,434.78.
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONSs
9. Funeral Expenses/Ado. Costa/Misc. Exponsos CSchodula H) C9), 34.54 0.7fl
10. Debts/Mortgage Liabilities/Liens CSchodula I) C10) 6,7 5 3..55
C11) 41,294.25
11. Total Deductions 140.53
621
12. Not Value of Tax Return C12) ,
13. Charitable/Govorneontal Bequests; Non-elected 9113 Trusts CSchedule J) C13) .-
T
t t
b C 14) 621 , 140 .53
14. o
ax
jec
Not Value of Estate Su
NOTES if an assessn•nt was issued previously, lines 14, 15 andlor 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESS MENT OF TAX:
00
00 =
.00
15. Amount of Lino 14 at Spousal rata C15) . X
16. Amount of Lino 14 taxable at Lineal/Class A rate C16) 621.1 4D _ 53 x 045 =
~ 27, 951.32
~~~~~~
17. Amount of Line 14 at Sibling rate C17) ~ _.4fl _ X 1 2 ~ .0 D
18. Amount of Lino 14 taxable at Collateral/Class B rata C18) .0 0 X 1 5 = .0 0
19 Principal Tax Due C19)°i 27,951.32
.
TAY /`p CitTTS.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-10-2009 CD011468 1,315.79 25,000.00
03-01-2010 CD012406 .18- 1,701.32
TOTAL TAX PAYMENT 28,016.93
BALANCE OF TAX DUE 65.6iCR
INTEREST AND PEN. .00
TOTAL DUE 65.81CR
~ 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. fix./'