HomeMy WebLinkAbout07-30-10- - ;- -~ - NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r' /~PRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAx DIVIS.I.ON - _ OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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R SCO~'`f` CRAMER
PO BOX 159
DUNCANNON PA 17020
Pennsylvania ~
DEPARTMENT OF REVENUE
REV -1547 EX AFP (12-09)
DATE 07-26-2010
ESTATE OF ULRICH RUSSELL D
DATE OF DEATH 01-21-2010
FILE NUMBER 21 10-0417
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
CUT ALONG THIS LINE __ ---) R_ETA_IN LOWER POR_TION
FOR YOUR RECORDS F--
_
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APP _
RAISEMENT, ALLOWANCE _______________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: ULRICH RUSSELL DFILE N0.:21 10-0417 ACN: 101 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) 195, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 258, 616.19 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) 142,460.59
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) _ 596 , 07b . 78
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10,0 5 7.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions C11) - 10,057.00
12. Net Value of Tax Return C12) 586, 019.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax C14) _ 586, 019.78
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 return s assessed to date.
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 (16) S8 6 . O1 9.78 X 045 = 26, 370 .89
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)= 26,370.89
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-21-2010 CD012640 1,318.54 25,052.35
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 26,370.89
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~ ^
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