HomeMy WebLinkAbout07-30-10,~ _,., , ....--, ~ _" _., ,,.,, ~. ,., ~. N O T I C E O F I N H E R I TA N C E TAX
BUREAU of INDIVIDU'Ai"TaXE's :~pRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX Dlvlsi~r+ ~~' OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -'
HARRISBURG PA 17128-0601
1~ =„ ~ li v ~.;~ .,. ~, ~~i 1 f ! 1 v
~" -~'~
~`,. ,
r '-, _ . ,
BENJAM`iN J BUTLER
500 N 3RD ST
PO BOX 1004
HBG PA 17108
cl) .00
c2) .00
c3) .00
(4) .00
(5) 17,591.00
C6) 1 , 867.36
(7) 319, 113.52
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: RED DOROTHEA EFILE N0.:21 09-0728 ACN: 101 DATE: 07-26-2010
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)
Q'
pennsyLvan~a ~ -
DEPARTMENT OF REVENUE
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) _ 338 , 571.88
C9) 9 , 708 . 2b
clo) 23.00
11. Total Deductions C11) _ 9, 731 .26
12. Net Value of Tax Return (12) 328,840.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) _ 328, 840.62
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 d ate.
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 C 16) 3?8.840. 6 x 045 = 14 , 797 .83
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 ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 14,797.83
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-05-2009 CD011573 736.84 14,000.00
04-30-2010 CD012688 .02- 61.01
07-19-2010 SBADJUST .00 .52
DATE 07-26-2010
ESTATE OF RED DOROTHEA E
DATE OF DEATH 05-08-2009
FILE NUMBER 21 09-0728
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
TOTAL TAX PAYMENT 14,797.83
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.