HomeMy WebLinkAbout07-30-10NOTICE OF INHERITANCE TAX
BUREAU of INDIVIDUAL ~T~axES^ - v `r ~`~~A~~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIV1S1oN - ;~0~:-.DEDUCTIONS AND ASSESSMENT OF TAX
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PO BOX 280601 f '» - . ' :._ _
HARRISBURG PA 17128-0601
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DAVID H R CLIFF- ES.Q'. ' '~-'
SUITE 201
1011 MUMMA RD
LEMOYNE PA 17043
C1) 98, 343.00
c2) .00
c3) .00
C4) .00
C5) 9, 104.46
C6) 38, 039 . O1
C7) .00
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GILL BELVA JFILE N0.:21 09-0690 ACN: 101 DATE: 07-26-2010
TAX RETURN WAS: C X) 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 i ~-~
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.
C8) 145 , 486.47
C9) 9 , 359.10
clo) 2,864.59
11. Total Deductions C11) 12,223.69
12. Net Value of Tax Return C12) 133,262.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 133,262.78
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:
DATE 07-26-2010
ESTATE OF GILL BELVA J
DATE OF DEATH 07-07-2009
FILE NUMBER 21 09-0690
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-24-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
c15) .00 X 00 = .00
c16) ~ ~~ . 6? . 78 x 045 = 5, 996.83
Cln _ oo x 12 = . 00
C18) .00 X 15 = .00
C19)= 5,996.83
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-24-2009 CD011787 23b.84 4,500.00
03-04-2010 CD012418 .00 1,259.99
TOTAL TAX PAYMENT 5,996.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.