HomeMy WebLinkAbout07-09-10~~ '~!` :'~;~+ti~~ INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ~~.
INHERITANCE TAX DIVISION '''-~`-~~~~~~~' !I,OPIS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-Ob01
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MICHAEL CHEREWKA ESQ
624 N FRONT ST
WORMLEYSBURG PA 17043
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DEPARTMENT OF REVENUE
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REV-1547 EX AFP t12-09)
DATE 07-05-2010
ESTATE OF BALLARD JAMES F
DATE OF DEATH 05-13-2008
FILE NUMBER 21 09-0135
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-03-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E~- _
REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BALLARD JAMES FFILE N0.:21 09-0135 ACN: 101 ___ ___________
OR -
DATE: 0'7-05-2010
TAX RETURN WAS: t X) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
t2) ,0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property tSchedule E) t5) 1,4 4 7.4 5
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets t8) 1 , 447.45
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1.4 4 7.4 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.6 3 7.12
11. Total Deductions C11) 3, 084.57
(12) 1 , 637 . 12-
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) .0 0
14. Net Value of Estate Subject to Tax (14) 1,637.12-
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 ALL returns assessed to date.
ASSESS MENT 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 (16) .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate t17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate t18) .0 0 X 15 = .0 0
19. Principal Tax Due (19 )= .0 0
TAX CR EDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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