HomeMy WebLinkAbout07-06-10NOTICE OF INHERITANCE TAX RE~.'11~t~/~V~111a`°
BUREAU OF INDIVIDUAL TAXES ~; ~'; .~~~ ~LOWANCE DR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~--~-~--~DUC~;~ORlS AND ASSESSMENT OF TAX REV-1547 Ex AFP C12-09)
PO 80X 280101 11~~.~~•~; I ~~ t '~~ • ~ ~ ~ •:
HARRIS8t8tC PA 17128-0601
~~~ .~~L _~ P~ 2' ~fl DATE 06-21-2010
ESTATE OF BURGESS JR JAMES P
~~~ Q~ DATE OF DEATH 06-25-2009
~~~,~ ~,~~~.~ FILE NUMBER 21 09-0629
COUNTY CUMBERLAND
DAV I D J L ENOX CU~~`~`_.~~,~1~' ~~`~' ACN .101
130 W CHURCH ST APPEAL DATE: 08-20-2010
D I L L SBURG PA 17 019 (See rwv'srsc side Wrder Objections )
Arount R®rittsd ~~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALOMG THIS LINE ~- RETAIN LOWER PORTION FOR
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISENIENT, ALLOMfANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OFa BURGESS JR JAMES PFILE N0.:21 09-0629 ACN: 101 DATE: 06-21-2010
TAX .RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL R~TUI~N
1. Real Estato CSchodulo A) C1) .00 NOTE: To ensure proper
2. Stocks and Bonds CSchodulo B) C2) ~0 0 credit to your account,
submit the upper portion
3. Closely Held Stock/PartnorshipInterest CSchodulo C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Nisc. Personal Property CSchodulo E) C5) .782,714.97
.~~.~r.~
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers CSchodulo G) C7) .0 0
8. Total Ascots C8) 782 , 714.97
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchodulo H) Cg) „_? 9,•56 78
10. Debts/Mortgage Liabilities/Lions CSchodulo I) C10) ~, 2, 33 5.18
C11) 31,901.96
11. Total Deductions 1
750,813.0
12. Net Value of Tax Return C12) .
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) ~~, .0 0
14. Not Value of Estato Subject to Tsx C14) ~_.7ac-~ :.~13~ 1
NOTE: If an assessrant was issued previously, lin.s 14, 15 and/or 16, 17, 18 and 19 will
reflect fipurss that include the total of ALL returns assessed to date.
ASSESS MENT OF TAX:
15. Amount of Lino 14 at Spousal rate C15) .0 0 X 0 0 ~ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _ ~„0 -81;- nl X 045 _~ 33, 7~8_ ~'-
17. Amount of Line 14 at Sibling rate C17) -D D X 12 " .QO
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 1 5 = .00''
19. Principal Tax Due C19 )' 33,?8b
T AX CR EDITS:
PAYMENT RECEIPT DISCOUNT C+) ANOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-22-2009 CD 11 82 1,684.21 32,000.00
03-12-2010 CD012463 .00 102.38
TOTAL TAX PAYMENT 33,786.59
BALAttCE 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. ti•~"