HomeMy WebLinkAbout07-16-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
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4431 N FRONT STREET
THIRD FLOOR
HARRISBURG PA 17110
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 06-21-2010
ESTATE OF BUBEL NANCY
DATE OF DEATH 06-20-2009
FILE NUMBER 21 09-0599
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-20-2010
(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
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: BUBEL NANCY FILE N0.:21 09-0599 ACN: 101 DATE: 06-21-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1)
198, 167.95
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) CZ) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 201,439.13
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 1 , 666, 129.93
B. Total Assets C8) 2, 065, 737.01
APPRDV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 4 5.0 6 9.41
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,18 8.5 9
11. Total Deductions C11) 52,258.00
12. Net Value of Tax Return C12) 2,013,479.01
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 2,013,479.01
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) .00 X 00 = .00
C16) 2,013,479.01 x 045 = 90,606.56
C17) _ 00 x 12 = . 00
Cls) .00 X 15 = .00
c19)= 90, 606.56
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-18-2009 CD011759 4,530.33 88,000.00
TOTAL TAX PAYMENT 92,530.33
BALANCE OF TAX DUE 1,923.77CR
INTEREST AND PEN. .00
TOTAL DUE 1,923.77CR
* 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.
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