HomeMy WebLinkAbout07-09-10NOTICE OF INHERITANCE TAX pe1111~JJ/~Vanla .~ ~
BUREAU OF INDIVIDUAL TAXES APPRA~gE`M~Nl'; ~,~L~hb~V~ICE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF pEDl~.CT~ONS, ANDS ASSESSMENT OF TAX REY-1.547 EX AFP (12-09)
PO BOX 280601 t ;i„+_;:~, h! i ,.,,:~ - .
HARRISBURG PA 17128-0601
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U ESTATE OF URBAN CHARLOTTE
DATE OF DEATH 12-11-2009
~~~R~ nC FILE NUMBER 21 10-0171
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~~ COUNTY CUMBERLAND
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,1AN L BROWN CUa ~'~~ ` ~- ' ~ ~ ACN 101
STE 12 APPEAL DATE: 09-03-2010
8 4 5 S I R T H O M A S C T (See reverse side under Objections )
HARRISBURG PA 17109 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ ___________ ___
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE-OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: URBAN CHARLOTTE FILE N0.:21 10-0171 ACN: 101 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)
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)
cl) .00
c2) .00
c3) .00
c4) .00
c5) 4, 875.00
c6) 118, 066.34
C7) 3, 000.00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cs) 125,941.34
c9) 2 , 538.72
clo) 1 , 147.37
11. Total Deductions X11) 3, 686.09
X12) 122,255.25
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14 t Value of Estate Subject to Tax
N (14) 122, 255.25
. 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 d ate.
ASSESSMENT 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) 7 S . ~ X 045 = 5 , 50 1.49
17. Amount of Line 14 at Sibling rate C17) _n 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 C19)° 5,501.49
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-19-2010 CD012374 275.07 5,226.42
TOTAL TAX PAYMENT 5,501.49
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" (CR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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