HomeMy WebLinkAbout07-30-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r ~ '-'!7~~•RAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAx DIV1S1oN' .`bF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - _ 4 ,, . ;':_ ,
HARRISBURG PA 17128-0601
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TRACEY ~~ISF'~th1~LL'A• ~~ .~,-~_
10 HAZELWOOD CT
MECHANICSBURG PA 17050
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DEPARTMENT OF REVENUE
REY••1547 EX AFP C12-09)
DATE 07-26-2010
ESTATE OF BARBER CAROLE
DATE OF DEATH 12-17-2009
FILE NUMBER 21 09-1206
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-2~4-2010
(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 _ -~ --RETA_IN LOWER POR_TION_ FOR YOUR RECORDS 1---~ _
REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARBER CAROLE FILE N0.:21 09-1206 ACN: 101 _____ _________
OR -
DATE: 07-26-2010
TAX RETURN WAS: tX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 MOTE: To ensure proper
(2) 5 0 2.9 7 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held StocklPartnership Interest (Schedule C) (3) .0 0 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) 268, 112.57
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 30b, 308.2$
(s) 574 , 923.82
8. Total Assets _
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 3 5,3 7 7.4 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,4 0 4.2 6
(1 1) 40 , 781.68
11 . Total Deduct ions _ 534, 142.14
12. Net Value of Tax Return (12) _
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
t to Tax
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f E (14) 534, 142.14
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Net Value o _
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.
ASSESS MENT 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) 534.1 4? . L4_ X 045 '= 24 , 03b . 40
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 rate (18) .0 0 X 15 •_ .0 0
19. Principal Tax Due (19)'- 24,036.40
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-12-2010 CD012450 1,052.63 20,000.00
05-14-2010 CD012748 .00 3,036.40
TOTAL TAX PAYMENT 24,089.03
BALANCE OF TAX DUE 52.63CR
INTEREST AND PEN. .00
TOTAL DUE 52.63CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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