HomeMy WebLinkAbout07-23-10.,
-..; _NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ APPRAIS~~~., ALLOWANCE OR DISALLOWANCE
INHERITANCE rAX nrv1S1oN ~ ~ .:_~0~ D,E.~U(~'~IONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ~,f~~
~".`, ~ - '~ `~'~I
JOSEPH D BUCKLEY ESQ ~-~
1237 HOLLY PIKE
CARLISLE PA 17013-4435
C1) 688, 100.00
C2) 65, 665.00
C3) .00
C4) .00
C5) 124,208.00
c6) .00
C7) .00
CUT-ALONG-THIS-LINE----- ~ --RETAIN-LOWER-PORTION-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: HAMMOND JUNE LFILE N0.:21 08-0420 ACN: 101 DATE: 07-19-2010
TAX RETURN WAS: CX) 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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania A ~ ~ .x
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Cs) 877 , 973.00
C9) 102,594.00
clo) 3,646.00
11. Total Deductions C11) 106,240.00
12. Net Value of Tax Return C12) 771 , 733.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 771 , 733.00
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 C16) 771 .733.00 x 045 = 34,727.98
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 C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 34, 728.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-12-2008 CD009880 1,736.40 39,375.00
DATE 07-19-2010
ESTATE OF HAMMOND JUNE L
DATE OF DEATH 04-10-2008
FILE NUMBER 21 08-0420
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-17-2010
(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 41,111.40
BALANCE OF TAX DUE 6,383.40CR
INTEREST AND PEN. .00
TOTAL DUE 6,383.40CR
* 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.