HomeMy WebLinkAbout07-30-10NOTICE OF INHERITANCE TAX
CC~~ ~ ~CPI~ "Tj~EMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL T~IX~S'' ~, ~ '~~ ~ e•_
INHERITANCE TAX Drv1s1oN - ~ ~. QF,~DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ._ _ _ ; ,
HARRISBURG PA 17128-0601
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ANN OPDYKEfi'D~ELEY ` ~~
STE 125
4811 JONESTOWN RD
HBG PA 17109
c1) .00
C2) 147, 094.00
c3) .00
c4) .00
c5) 22, 285.00
c6) .00
c7) .00
CUT ALONG THIS LINE--- - --~ R_ETA_IN LOWER POR_TION_ 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: BAIR DAVID NFILE N0.:21 09-0818 ACN: 101 DATE: 07-26-2010
TAX RETURN WAS: (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)
DATE 07-26-2010
ESTATE OF BAIR DAVID N
DATE OF DEATH 08-17-2009
FILE NUMBER 21 09-0818
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 SWUARE
CARLISLE PA 17013
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pennsylvan~a ~
DEPARTMENT OF REVENUE
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REV-1547 IX AFP C12-09)
NOTE: To ensure proper
credit to your ar.count,
submit the upper portion
of this form withi your
tax payment.
c8) 169 , 379.00
c9) 14 , 762.00
clo) 282.00
11. Total Deductions X11) 15, 044.00
12. Net Value of Tax Return C12) 154,335.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 154, 335.00
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 (15) 108, 035.00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 46 . X00 00 x 045 = 2, 084.00
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 (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 2, 084.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
11-06-2009 CD011962 71.05 1,350.00
05-07-2010 CD012715 .00 666.50
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 2,087.55
BALANCE OF TAX DUE 3.55CR
INTEREST AND PEN. .00
TOTAL DUE 3.55CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" {CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 1"~
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