HomeMy WebLinkAbout07-06-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX AIVISION
PO OOX 280601
HARRIS8UR6 PA 17128-8601
KEITH D WAGNER
6 E MAIN ST
PO BOX 323
PALMYRA
INHERITANCE TAX
~~~i~r ~~M:1~ ~L"OWANCE OR DISALLOWANCE
}~~~f ti ~Ji~'~.~.~S ANb AR~ESSMENT OF TAX
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DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-09)
~Q~Q ~~~,,, "'~? P~ 2' ~a DATE 06-21-2010
ESTATE OF ROUSE CLARA G
~~~R~ ~~ DATE OF DEATH 06-13-2009
Q~p~~~ C~UR~' FILE NUMBER 21 09-0590
C~R~~?s~~~'~~ C~ , (~, COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-20-2010
(See reverse side vender Objections)
PA 17078 Aaount Re03tted r
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS 4~
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REY-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOMlANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROUSE CLARA GFILE"N0.:21 09-0590 ACN: 101 DATE: 06-21-2'~D10
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANCED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2 Stocks and Bonds CSchsduls B) C2) 17, 613.18 credit to your sccount,
. 00 submit the uppor portion
3. Closely Held Stock/Partnership Interest CSchsduls C) C3) . 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)
~~. 119,228.35
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6. Jointly Owned Property (Schedule F) C6) •0 0
7. Transfers (Schedule G) t7) 594, 585.24
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l A Cs) 731 , 42b . 77
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APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg)~, 1 3.6 25.4 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,59 2.74
11. Total Deductions Cil) 17,218.23
12. Net Value of Tax Return C12) 714,208.5
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ ~ ~,_„_
14 tate Subject to Tax
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t V C14) 624, 932.47
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NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of A,•LL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 ~,+^ • QO
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ~ 78 •~.,,1.L X 045 A 8, 34.85
17. Amount of Line 14 at Sibling rate C17) _i„ _ Q0. X 12 s .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 446 , 380.33 X 15 x ,66, , 95_._.
19. Principal Tax Due C19)~ 74 ,991 •90
TAX CREDITS:
PAYMENt RECEIPT DiSCOUMT c+) AMOUNT PAID
DATE NUMBER INTERESTIPEN PAID C-)
09-12-2009 CD011741 3,250.00 61,750.00
03-16-2010 CD012476 .00 9,991.90
06-14-2010 SBADJUST .00 3.30
TOTAL TAX PAYMENT 74,991.90
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 D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.