HomeMy WebLinkAbout07-09-10NOTICE OF INHERITANCE TAX
,., A~~ppA,IS~~IE ,ALLOWANCE OR DISALLOWANCE
BUREAU DF INDIVIDUAL TAXES ~ ~ ._r + 1 }.~
INHERITANCE TAX DIVISION # ~ ~ ~-~-D~DU'~' I`Y~S AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 07-05-2010
ESTATE OF BURD PEARL E
DATE OF DEATH 04-15-2008
FILE NUMBER 21 09-0570
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
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CUT ALDN RECORDS E- _ _______________
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: BURD PEARL EFILE N0.:21 09-0570 ACN: 101 DATE: 07-05-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) ,0 0 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 62,888.04
6. Jointly Owned Property (Schedule F) (6) 32,548.79
7. Transfers (Schedule G) C7) 272, 023.13
8. Total Assets c8) 367 , 459.96
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~9) 4,$ 2 0.4 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3:211.4 0
11. Total Deductions C11) $, 031 .84
12. Net Value of Tax Return X12) 359,428.12
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 359,428.12
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.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of tine 14 taxable at Lineal/Class A rate (16) 3S9 .4?8 _ 1 2 x 045 = 16, 174.27
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)° 16, 174.27
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-18-2010 CD012372 .00 1b,174.27
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-19-2010
TOTAL TAX PAYMENT 16,174.27
BALANCE OF TAX DUE .00
INTEREST AND PEN. 862.74
TOTAL DUE 862.74
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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