HomeMy WebLinkAbout07-06-10NOTICE_ OF INHERITANCE TAX per~nsy van~a
BUREAU OF INDIVIDUAL TAXES AP~:~'~~~L~MANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION O~rL~81T~q{ 1lND ASSESSMENT OF TAX REV-1547 Ex AFP C12-09)
PO BOX 280401 ~~~,~. ~ Li ; `,~1 .t ~ -~'
HARRISBURG PA 17128-0601
28#0 JUL -6 PN 2' ~ 4~ DATE 06-28-2010
ESTATE OF ROUSH JAY W
~~RK ~ DATE OF DEATH 04-09-2009
~P~~~ COURT FILE NUMBER 21 09-0631
STEPHEN D TILEY ~~~`~i.~~~ ~~ . P~r COUNTY CUMBERLAND
ACN 101
5 S HANOVER ST APPEAL DATE: 08-27-2010
CARL I SL E PA 17 013 (S~e reverse she Weser Objec#ons)
A~ount Refitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUjR RECORDS !~ _ _
REV-1547 EX AFP C12-09) MI~TICE OF INHERITANCE TAX APPRAISEjMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT Of TAX
ESTATE 0F: ROUSH JAY WFILE MO.:2i 09-0631 ACN: 101 DATEs 06-28-2010
TAX R€TURN WAS: C)O ACCEPTED AS FILED C ) CHANGED
e~~i-i~i~r~i.~i i
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 97, 175. OD 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) .DO submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 14,0 34.14
6. Jointly Owned Property (Schedule F) C6) .0
7. Transfers (Schedule 6) C7) 49,412.00
8. Total Assets C8) 160 , 621.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 15.85_; 6~
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)~, 19,443.62
11. Total Deductions C11) 35,301.24
12. Net Value of Tax Return C12) 125,314.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 125,319.90
~~
NOTE: If an assess ant was issued previously,
refl®ct figures that includ® 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 Siblfng rate
lines 14, 15 and/or 16, 17, la and 19 will
of A~ returns asssssod to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) .00 X 00 .00
C16)~;.?~ . ~~ 9 _ gn x 045 = 5, 639.00
c17) ,_n n, x 12 a .00
C18) .00 X 15 .00
c19)= 5, 639.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-08-2009 CD011463 210.53 4,000.00
03-23-2010 CD012506 10.85- 1,439.32
06-21-2010 SBADJUST .00 .62
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 5,639.00
BALANCE OF TAX DUE .00
INTERlST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REF~.ECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTION --