HomeMy WebLinkAbout07-09-10NOTICE OF INHERITANCE TAX
_. .~:R.Rp~~S~ht~~i~T~"'pLLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~~.~ }~ t ~1
INHERITANCE TAX DIVISION ' ~ 0~ ""'~`~~'U:~ INS AND ASSESSMENT OF TAX
PO BOX 280601 J-# ~.Mr ~ ~~''f
HARRISBURG PA 17128-0601 (1 `'' iJ , `"~ ~ ..~~ ~' ~ y
~~{~ JUG. -9 Pty 1C~ 47
GLERK C~=
HEATHER D ROYER E ~~~^,~~:, ~~,~/, r'1 , P~,
~. .
3RD FLR
4431 N FRONT ST
HARRISBURG PA 17110
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP 012-09)
DATE 07-05-2010
ESTATE OF WERNER RUSSELLA A
DATE OF DEATH 07-21-2009
FILE NUMBER 21 09-0740
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-C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WERNER RUSSELLA AFILE N0.:21 09-0740 ACN: 101 _______________
OR
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) C1) 258, 000.00 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) 54,879.46 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .
(3) 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) 1,624,407.42
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 133, 231.24
s. Total Assets (8) 2, 070 .518.12
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 9 0,4 3 9.14
10. Debts/Mortgage Liabilities/Liens (Schedule I) 010) 3,361.2 6
11. Total Deductions (11) 93,800.40
(12) 1 , 976, 717.72
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 1 , 976, 717.72
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 , 975.71 7 _ 72 X 045 = $8, 907.30
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) 1,000.00 X 15 = 150.00
19. Principal Tax Due 019 )° 89, 057.30
TL-X CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-20-2009 CD011872 4,421.05 84,000.00
04-13-2010 CD012614 .00 636.38
TOTAL TAX PAYMENT 89,057.43
BALANCE OF TAX DUE .13CR
INTEREST AND PEN. .00
TOTAL DUE .13CR
* 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. ,~
.~