HomeMy WebLinkAbout08-06-10 (3)NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,• 74PPFtECI:SE1~'EM~F, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION O~ •D~DUC`f'IONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~ ,_ ,
HARRISBURG PA 17128-0601
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THOMAS A CAPPE~U~~`~.':._~,;'J „+~~, ',A
2303 MARKET ST
CAMP HILL PA 17011
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DEPARTMENT OF REVENUE
F
REY-1547 EX AFP (12-09)
DATE 08-02-2010
ESTATE OF SLOVACEK RUTH C
DATE OF DEATH 10-05-2009
FILE NUMBER 21 10-0003
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-01-2010
(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 APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SLOVACEK RUTH (FILE N0.:21 10-0003 ACN: 101 _______________
OR
DATE: 08-02-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) ,0 Q credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) C5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 879,648.81
t
l A C8) 879, 648.81
8. s
sse
Tota _
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12.37 0.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) _ 12,370.00
(12) 867,278.81
12. Net Value of Tax Return _
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
4 Subject to Tax
t
t
f E
t V
l (14) 867,278.81
.
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ue o
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NOTE: If an assessment was issuedpreviouslY, 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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) x 045 = 39, 027.55
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)= 39, 027.55
TAY rR Fil T TC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-04-2010 CD012187 1,922.68 36,531.00
05-17-2010 CD012764 .00 537.87
INTEREST IS CHARGED THROUGH 08-17-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 38,991.55
BALANCE OF TAX DUE 36.00
INTEREST AND PEN. .17
TOTAL DUE 36.17
* 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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