HomeMy WebLinkAbout07-09-10NOTICE OF INHERITANCE TAX
-A,k~(~-R~r~SE•Mf;NjT_,'''~-LLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ;,
INHERITANCE TAX DIVISION (3f'.~~EDUC,I,~~N$ AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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GEORGE F DOUGLAS I ~~~~' ~:.1`~l i_,,I`1 PA.
STE 1
354 ALEXANDER SPRING
CARLISLE PA 17015
cl) . 00
c2) .00
c3) .00
C4) 5, 000. OD
c5) 43, 432.04
C6) .00
C7) .00
CUT ALONG THIS LINE _ --~ --RETAIN-LOWER-PORTION_ FOR YOUR RECORDS ~- _ _______________
REV-1547 EX AFP t12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MURRAY DONALD LFILE N0.:21 09-0862 ACN: 101 DATE: 0'7-05-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsylvan~a ~ ~ ~~
DEPARTMENT OF REVENUE i
REV-1547 EX AFP C12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this farm with your
tax payment.
C8) 48 , 432.04
C9) 12 , 372.81
Clo) 150.00
C11) 12,522.81
11. Total Deductions (12) 35,909.23
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14 of Estate Subject to Tax
l
N
t V C14) 35, 909.23
. ue
a
e
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 tine 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 35.904.23 x 045 = 1 , 615.92
17. Amount of Line 14 at Sibling rate C17) .D 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 1 , 615.92
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-12-2009 CD011983 80.00 1,520.00
03-03-2010 CD012412 .00 15.92
DATE 07-05-2010
ESTATE OF MURRAY DONALD L
DATE OF DEATH 09-08-2009
FILE NUMBER 21 09-0862
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
TOTAL TAX PAYMENT 1,615.92
BALANCE OF TAX DUE .00
INTEREST AND PEN. .OD
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._~%r'"