HomeMy WebLinkAbout07-30-10_,~,_ NOTICE OF INHERITANCE TAX
"~•' ''' r•~ :I~E~pR•AiSEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVrD'UAL T14X-~S
INHERITANCE TAX nrvlslvN ~ ~ OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~- - ~ J
HARRISBURG PA 17128-0601
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113 FRONT ST
PO BOX 358
BOILING SPRINGS PA 17007
tl) .00
t2) .00
t3) .00
c4) .00
t5) 46,352.75
t6) 23, 062.24
t7) .00
CUT ALONG THIS LINE -~ --RETAIN-LOWER-PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (12-09 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BEAR JEANNE EFILE N0.:21 10-0185 ACN: 101 DATE: 07-2b-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED t ) 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 tSchedule D)
5. Cash/Bank Deposits/Misc. Personal Property tSchedule E)
6. Jointly Owned Property tSchedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania
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.
t8) _ 69,414.99
t9). 13,077.34
clo) 147.99
t 11) 13, 225.33
11 . Total Deductions _ 56, 189.66
12. Net Value of Tax Return t12) _
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts tSchedule J) t13) _ .0 0
14. Net Value of Estate Subject to Tax (14) _ 56, 189.66
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17,. 18 and 19 will
reflect f~aures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY CRFiITTS
c15) .00 x 00 = .OD
C16) ~+b . 1 89 _ 66 x 045 = 2, 528 .53
c17) _ Do x 12 = . 00
t18) .00 x 15 = .00
t19)= 2,528.53
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID t-) AMOUNT PAID
05-13-2010 CD012745 126.43 2,402.10
DATE 07-26-2010
ESTATE OF BEAR JEANNE E
DATE OF DEATH 02-15-2010
FILE NUMBER 21 10-0185
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 2,528.53
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. -~