HomeMy WebLinkAbout07-09-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPR~~$~`i!I~i'#~`, '~ ALt~^C~i~1~ ICE OR DISALLOWANCE
OF DEDIlCT~ONS,+.AEND' ASSESSMENT OF TAX
BENJAMIN R YOFFEE ESQ
PO BOX 21b
20 ~ 0 JUG. - 9 Psi 42~ ~
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CAMP HILL PA 17011
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pennsylvan~a F ~ ;
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-091
`)ATE 07-05-2010
ESTATE OF REITH MARY M
DATE OF DEATH 10-19-2009
FILE NUMBER 21 09-1136
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 ~ -_RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: REITH MARY MFILE N0.:21 09-1136 ACN: 101 ________
---------
OR
DATE: 07-05-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
(2) .0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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 (Schedule E) C5) 4,17 7.58
6. Jointly Owned Property (Schedule F) (6) 19,401.75
7. Transfers (Schedule G) (7) .0 0
C8) 23,579.33
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~9) 10,0 9 3.3 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
X11) 10, 093.39
11. Total Deductions 485.94
13
12. Net Value of Tax Return (12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
Tax
t t
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t (14) 13, 485.94
14. ec
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Net Value of
NOTE: If an assessment was issuedpreviouslY, 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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 x. 485.94 x 045 = 606.87
17. Amount of Line 14 at Sibling rate C17) .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)= 606.87
TAY f'R FTITTt
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTERESTlPEN PAID (-) AMOUNT PAID
01-15-2010 CD012248 28.45 550.D0
03-02-2010 CD012413 .00 27.92
TOTAL TAX PAYMENT 606.87
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. -y
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