HomeMy WebLinkAbout08-06-10BUREAU OF INDIVIDUAL TAX~;S `
INHERITANCE TAX DIVISION •
PO BOX 280601
HARRISBURG PA 17128-4¢Q1
;' NOTICE OF INHERITANCE TAX pennsylvan~a ~
ARPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE t
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STEVEN P MINER ESQ
STE 101
1035 MUMMA RD
WORMLEYSBURG PA 17043
DATE 08-02-2010
ESTATE OF FRANKLIN CHARLES L
DATE OF DEATH 02-17-2010
FILE NUMBER 21 10-0288
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 -'~ RETAIN LOWER PORTION FOR YOUR RECORDS f--
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FRANKLIN CHARLES LFILE N0.:21 10-0288 ACN: 101 DATE: 08-02-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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) ,Q 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 7 6,8 4 0.81
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) _ 76,840.81
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3.9 0 4.5 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) _ 3, 904.50
12. Net Value of Tax Return (12) _ 72, 936.31
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax (14) 72,936.31
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) .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) 4$ , 624.20 X 12 = 5, 834.90
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 24,312.11 X 15 = 3,646.82
19. Principal Tax Due C19)= 9,481.72
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-14-2010 CD012747 474.09 9,007.63
TOTAL TAX PAYMENT 9,481.72
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. ~.J L