HomeMy WebLinkAbout07-16-10NOTICE OF INHERITANCE TAX
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INHERITANCE TAX DIVISION -,•~~ DEI~W~,C'F`~ION$ AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-09)
DATE 07-13-2010
ESTATE OF PEACH HELEN M
DATE OF DEATH 02-19-2010
FILE NUMBER 21 10-0445 .
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-11-2010
(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 (12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: PEACH HELEN MFILE N0.:21 10-0445 ACN: 101 DATE: 07-13-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,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) 4,6 01.4 5
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 372,281.91
8. Total Assets cs) 376 , 883.36
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5,5 5 0.16
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) '48 2.5 7
11. Total Deductions C11) 6, 032.73
12. Net Value of Tax Return C12) 370,$50.63
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 370,850.63
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) ~70.8~0.63 x 045 = 16,688.28
c17) . oo x 12 = . 00
C18) .00 x 15 = .00
C19)= 16,688.28
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-27-2010 CD012665 832.10 15,809.98
PAYMENT MUST BE MADE BY 11-19-2010*.
TOTAL TAX PAYMENT 16,642.08
BALANCE OF TAX DUE 46.20
INTEREST AND PEN. .00
TOTAL DUE 46.20
* 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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