HomeMy WebLinkAbout07-30-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _r AF:PR74~;~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE rAX Drv1S1oN - _ ; d~ ,;bEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ .. ~.~ ,_.. ._,
HARRISBURG PA 17128-0601
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CAROL J L ~i.~SAY" ESQ, y ~' y~-~
26 W HIGH ST
CARLISLE PA 17013
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DEPARTMENT OF REVENUE
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REV-1547 EX AFP (12-09)
DATE 07-26-2010
ESTATE OF POTTS MAXINE C
DATE OF DEATH 12-16-2009
FILE NUMBER 21 10-0081
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 ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: POTTS MAXINE (FILE N0.:21 10-0081 ACN: 101 _____________
OR -
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) C1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) 51,497.18 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) ~3) .0 0 submit the upper portion
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) 1,04 9.3 2
6. Jointly Owned Property (Schedule F) (6) 47, 056 .52
7. Transfers (Schedule G) ~7) 52, 927.00
8. Total Assets c8) _ 152,530.02
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8,4 36.5 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5 8 4.5 7
11. Total Deductions C11) _ 9, 021.09
12. Net Value of Tax Return (12) _ 143,508.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .0 0
14. Net Value of Estate Subject to Tax (14) 143,508.93
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 4~ , 508.93 x 045 = 6, 457.90
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 C14)= 6,457.90
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-05-2010 CD012424 305.26 5,800.00
05-04-2010 CD012696 .00 352.64
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 6,457.90
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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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