HomeMy WebLinkAbout07-23-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ gP~PR-~-~~'SENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIV1S1oN 9F`',~ ~ UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ ' ~ ~ ` ~
HARRISBURG PA 17128-0601 _
n n x ..
q, j
„~ , 1~_
~. .~ _ , ~_
... ? 1
PHILIP C RI~HARDS _ ~ '~',
2252 PINETOWN RD
LEWISBERRY PA 17339
cl) .00
c2) 34,934.00
c3) .00
c4) .00
c5) 240.00
c6) 106,899.00
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: RICHARDS MARGARET MFILE N0.:21 OS-1026 ACN: 101 DATE: 07-19-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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)
DATE 07-19-2010
ESTATE OF RICHARDS MARGARET M
DATE OF DEATH 10-06-2008
FILE NUMBER 21 08-1026
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
Pennsylvania 5 `~ ~^
DEPARTMENT OF REVENUE E~
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.
c8) 142, 073.00
~9) 9.203.00
clo) 1,497.00
11. Total Deductions C11) 10,700.00
12. Net Value of Tax Return (12) 131,373.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 131,373.00
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 date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 131 .373.00 x 045 = 5, 912.00
17. Amount of Line 14 at Sibling rate (17) _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 (19)= 5,912.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-16-2010 CD012355 .00 5,373.00
02-16-2010 CD012356 .00 537.30
INTEREST IS CHARGED THROUGH 08-03-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDNAL INTEREST.
TOTAL TAX PAYMENT 5,910.30
BALANCE OF TAX DUE 1.70
INTEREST AND PEN. 174.77
TOTAL DUE 176.47
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. }'`~
^`t '!`