HomeMy WebLinkAbout07-30-10NOTICE OF INHERITANCE TAX
~--~~ ,~r_, ~ ~~P;p1~2SEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUA~~ TAXES
INHERITANCE TAX DIVIS1oN " . - ~ ,';0~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~-
HARRISBURG PA 17128-0601
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JAMES D ~6A12 ;~~~,
1 W MAIN ST
SHIREMANSTOWN PA 17011
~1) 202,400.00
c2) .00
c3) .00
c4) .00
c5) 406, 168.91
c6) .00
~7) 115, 899.15
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: YOUNG BRENDA MFILE N0.:21 09-0785 ACN: 101 DATE: 07-26-2010
TAX RETURN WAS: (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 07-26-2010
ESTATE OF YOUNG BRENDA M
DATE OF DEATH 08-13-2009
FILE NUMBER 21 09-0785
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
Pennsylvania ~
DEPARTMENT OF REVENUE
r
REV-1547 EX AFP {12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 724 , 468.06
C9) 43 , 166.58
clo) 134,210.85
11. Total Deductions C11) 177,377.43
12. Net Value of Tax Return (12) 547, 090.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 547, 090.63
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 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) 547 . 090 . b3 x 045 = 24, 619.08
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 ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 24,619.0$
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-13-2009 CD011984 1,230.95 23,593.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 24,823.95
BALANCE OF TAX DUE 204.87CR
INTEREST AND PEN. .00
TOTAL DUE 204.87CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS..
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