HomeMy WebLinkAbout07-09-10 (2)NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~ °~.,•~~~~AI,S.EM,F~IN*. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAx DIVISION `' - - 'Y4~ L3'E~~~. DNS AND ASSESSMENT OF TAX
PO BOX 280601 '• '' ~ '_' ~'
HARRISBURG PA 17128-0601 ~ '-.t•-'•~~ ' f-~ ~ ~~-.
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VICKY ANN TRIMME sr~_ra ~,.•,~r -,~~ ~
PERSUN B HEIM ~U~.';,:'. w ._.:~;~~ ._ _~ , ~r~,
PO BOX 659
MECHANICSBURG PA 17055-0659
cl) .00
C2) 15,423.24
t3) .00
t4) .00
(~) 5,449.15
c6) 88,462.86
t7) 180 , 668.66
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-OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: SOULERET EDNA LFILE N0.:21 10-0205 ACN: 101 DATE: 07-05-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED t ) 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 tSchedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property tSchedule F)
7. Transfers tSchedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H)
10. Debts/Mortgage Liabilities/Liens tSchedule I)
--
pennsylvania ~ ~`
DEPARTMENT OF REVENUE
REV-1547 EX AFP t12-09) t
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
t8) 290 , 003.91
tq) 23 , 240.18
tlo) 2 158.26
tll) 25,398.44
11. Total Deductions C12) 264, 605.47
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14 t Value of Estate Subject to Tax
N (14) 264,605.47
. e
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate t15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate t 16) b4 . 605 _ 4$_ X 045 = 11 , 907 .25
17. Amount of Line 14 at Sibling rate t17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te t18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)° 11 , 907 .25
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID t-) AMOUNT PAID
04-15-2010 CD012620 452.21 8,591.97
04-15-2010 CD012621 143.15 2,719.92
DATE 07-05-2010
ESTATE OF SOULERET EDNA L
DATE OF DEATH 01-22-2010
FILE NUMBER 21 10-0205
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 11,907.25
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), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~