HomeMy WebLinkAbout08-13-10NOTICE OF INHERITANCE TAX pennsylvania
~-. ,.A.LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE v
APPRAISEMF_N ;~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~~ .]JEDUCT~~O~NS AND ASSESSMENT OF TAX REV°1547 EX AFP (12-09)
PO BOX 280601 ,' '-~
HARRISBURG PA 17128-0601 -~ •~ ., `.~ ~ _'~
DATE 08-09-2010
z~i~~ ~,~,~~ { 3 ~~'~i I ~ ~ ~~ ESTATE OF DEARDORFF MARGARET K
DATE OF DEATH 03-01-2010
~,, E~~'.~ ~,~" FILE NUMBER 21 10-0259
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COUNTY CUMBERLAND
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I ACN 101
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10 E HIGH ST APPEAL DATE: 10-0~B-2010
C A R L I S L E P A 17 013 (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 ~--
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DEARDORFF MARGARET KFILE N0 .:21 10-0259 ACN: 101 DATE: OS-09-2010
TAX RETURN WAS: CX) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NDTE: To ensure proper
2. Stocks and Bonds (Schedule B) t2) 1 , 824, 740.27 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest tSchedule .
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) 102, 1b4. 31
6. Jointly Owned Property (Schedule F) (6) 232, 623.83
7. Transfers (Schedule G) (7) 1 , 285, 331.77
8. Total Assets cs) _ 3,444,860.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4 4,5 8 2.11
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8 6 3.91
11. Total Deductions C11) _ 45,446.02
12. Net Value of Tax Return (12) _ 3,399,414.1b
13. Charitable/Governmental Bequests; Non-elected 91 13 Trusts (Schedule J) C13) _ .0 0
14. Net Value of Estate Subject to Tax (14) 3,399,414.16
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 tine 14 at Spousal rate C15) .0 0 X 0 0 ~ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 3 .399 .41 4.16 X 045 ~ 152, 973. b4
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 ~ .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 _ .0 0
19. Principal Tax Due (19) ~ 152,973.64
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-18-2010 (0012766 7,648.68 145,324.9b
TOTAL TAX PAYMENT 152,973.64
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.