HomeMy WebLinkAbout08-06-10NOTICE OF INHERITANCE TAX
BUREAU of INDIVIDUAL TAxES •. ;_;APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PD BOX 280601 _ ~ ..
HARRISBURG PA 17128-0601
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DEiPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 08-02-2010
ESTATE OF NEHRT JONRA K
DATE OF DEATH 03-09-2010
FILE NUMBER 21 10-0346
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-01-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REINIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS E-
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: NEHRT JONRA KFILE N0.:21 10-0346 ACN: 101 DATE: 08-02-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 ~ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,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) C4) •~ 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 41 , 411.96
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 770 , 823.14
8. Total Assets (8) _ 812,235.10
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14.0 8 5.0 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,0 7 5.6 8
11. Total Deductions C11) _ 15, 160.70
12. Net Value of Tax Return C12) _ 797, 074 .40
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedu le J) C13) _ .0 0
14. Net Value of Estate Subject to Tax (14) 797, 074.40
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
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
TAX CREDITS:
C15) .00 X 00 = .00
C16) 797.074.40 x 045 = 35,868.35
c17) . oo x 12 = . 00
C18) .00 X 15 .00
c19)= 35,868.35
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-20-2010 CD012775 1,793.42 34,074.93
TOTAL TAX PAYMENT 35,868.35
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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