HomeMy WebLinkAbout07-16-10,pN'~O_T_Ir~CE OF INHERITANCE TAX pennsylvan~a ~ .
BUREAU OF INDIVIDUAL TAXES ~~~QP~~'~~"';;E~u~ ~~tLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ,
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INHERITANCE TAX DIVISION ,~-;O;F,,gED~I.C~~?Ip~iS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ~',? ;,,j +'_+... ;~,.,: :4i-
HARRISBURG PA 17128-0601
~~~~ ~~~ ~ ~ P~,~. 5 j DATE 07-13-2010
ESTATE OF ROTH MADELINE W
~L~~~ ~~ DATE OF DEATH 08-03-2009
,,, ~„~T FILE NUMBER 21 09-0783
ROBERT R BLACK ! ~,"r''~;?~ ~"'.'~,i ~-'~~~ ~,~ COUNTY CUMBERLAND
~,~,~ ,- .-_ ACN 101
36 S HANOVER ST APPEAL DATE: 09-11-2010
C A R L I S L E P A 17 013 (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 _ ~ 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: ROTH MADELINE WFILE N0.:21 09-0783 ACN: 101 DATE: 07-13-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: 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)
cl) .00
c2) 16, 107.48
c3) .00
c4) .00
c5) 204.21
c6) 8, 240 . O1
c7) 48,942.26
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 73,493.96
c9) 13 , 345.39
clo) 2, 159.97
11. Total Deductions X11) 15,505.36
12. Net Value of Tax Return X12) 57,988.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 5,0 0 0.0 0
14. Net Value of Estate Subject to Tax (14) 52,988.60
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 5? .988.60 x 045 = 2, 384 .49
17. Amount of Line 14 at Sibling rate C17) _0 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 (19)= 2, 384.49
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-17-2010 CD012936 .00 2,384.49
~SALAIVI,t ur uNrAl~ 1NIEREST/PENALTY AS OF 06-18-2010
TOTAL TAX PAYMENT 2,384.49
BALANCE OF TAX DUE .00
INTEREST AND PEN. 11.80
TOTAL DUE 11.80
* 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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