HomeMy WebLinkAbout07-23-10NOTICE OF INHERITANCE TAX
`' ~ ~-f~~"~~I;'~~MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES- ~~
INHERITANCE TAX DIV1S1oN ~_ ~ _ - O;F: SEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ .. ~ ~ ~~ ..
HARRISBURG PA 17128-0601
'`~, i '?
,_,`_. , .
~,r~~- ,;-~-~-
LISA MARIE F.~dXNE .E 5Q ~ r~'.'.
3901 MARKET ST
CAMP HILL PA 17011-4227
5-..2 _.....
pennsylvania ~ ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-09)
DATE 07-19-2010
ESTATE OF WINN DOROTHY L
DATE OF DEATH 08-04-2009
FILE NUMBER 21 09-0763
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
CUT-ALONG-THIS-LINE----- ~ --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- ~ --
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WINN DOROTHY LFILE N0.:21 09-0763 ACN: 101 -----------------
OR
DATE: 07-19-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,7 9 9.7 7 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 1 , 799.77
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9? 1 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 15.00
12. Net Value of Tax Return (12) 1 , 784.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 3,934.62-
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 (16) l .784.77 X 045 = 80.31
17. Amount of Line 14 at Sibling rate (17) _ 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 80.31
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-19-2010 CD012b38 .00 80.31
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 80.31
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. n
. ~~' l