HomeMy WebLinkAbout08-13-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEME~~, .•ALL~O~L~NC~ QR. DISALLOWANCE
OF DEDUCTIONS A'ND A5 ~b`SMENT OF TAX
~~
tl) .00
t2) .00
t3) .00
t4) .00
t5) 404.80
t6) 25,886.00
t7) 437, 131.92
DATE 08-09-2010
HST OF BRICKNER FLORENCE A
DATE OF DEATH 03-02-2010
(~`,~_~.~:;;ti ~_~~ FILE NUMBER 21 10-0323
~-~~'}•~;-~.•,• ",' '~ ~C~UNTY CUMBERLAND
RONALD E JOHNSON ESQ ^~ +~ "= ~ ~ ^ACD~ 101
,., ~~
78 W POMFRET ST ~ APPEAL DATE: 10-08-2010
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 F--
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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: BRICKNER FLORENCE AFILE N0.:21 10-0323 ACN: 101 DATE: 08-09-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest tSchedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property tSchedule F)
7. Transfers tSchedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsylvania • ~ •
DEPARTMENT OF REVENUE
REV ••1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
t8) _ 463,422.72
t9) 24 , 921 .54
tlo) 1 , 664.28
11. Total Deductions tll) _ 26,585.82
12. Net Value of Tax Return t12) _ 436,836.90
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
14 Net Value of Estate Subject to Tax t14) 436,836.90
. _
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate t15) .0 0 X 0 0 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate t16) 436.836.90 x 045 =• 19,657.66
17. Amount of Line 14 at Sibling rate ti7) _ 00 X 12 =~ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate t18) .0 0 X 15 _ .0 0
19. Principal Tax Due C19)_ 19,657.66
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID t-)
AMOUNT PAID
05-26-2010 CD012805 982.88 18,674.78
TOTAL TAX PAYMENT 19,657.66
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 1c OR INSTRUCTIONS. q
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