HomeMy WebLinkAbout08-13-10NOTICE OF INHERITANCE TAX Pennsylvania ~~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTI~iIf~'S . AN~J;;;~A:SS`~SSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 `~.•'~
HARRISBURG PA 17128-0601
DATE 08-09-2010
~~! ;s,2 f ~ ;r ~ ~ ;~~TATE OF SETZER MARYJANE L
~ ~ v ~~ a ~'D~~E OF DEATH 08-28-2009
FILE NUMBER 21 09-0836
`~~ ~`,,y ~ CUMBERLAND
WILLIAM E MILLER JR `•-`~' _ _ _~~`ACN 101
~,
1822 MARKET ST -~ ~~g APPEAL DATE: 10-08-2010
CAM P H I L L P A 17 011 - 4 8 2 4 ( 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 E-
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REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SETZER MARYJANE LFILE N0.:21 09-0836 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) C1) 232, 117.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,0 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) 9 6,2 5 2.2 7 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 698, 131.42
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) _ 1 , 026 , 500.69
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14,216.9 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,0 9 5.8 6
11. Total Deductions (11) _ 17,312.76
C12) 1 , 009, 187.93
12. Net Value of Tax Return _
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .0 0
14. Net Value of Estate Subject to Tax C14) _ 1 , 009, 187.93
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 hate.
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) 1 . 009 . 1 A7 _ 93 X 045 =` 45, 413.46
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 t18) .0 0 X 15 _ .0 0
19. Principal Tax Due C19?_ 45,413.46
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-30-2009 CD012043 .00 38,000.00
05-27-2010 CD012812 .00 5,423.46
05-27-2010 CD012813 .00 90.00
INTEREST IS CHARGED THROUGH 08-24-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 43,513.4b
BALANCE OF TAX DUE 1,900.00
INTEREST AND PEN. 18.39
TOTAL DUE 1,918.39
* 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 FDRM FOR INSTRUCTIDNS. ,..~