HomeMy WebLinkAbout08-13-10NOTICE OF INHERITANCE TAX pennsylvan~a ~ ~ ,
APPRAIS`E1~l~M~F~i"~ ~A~.;1r;Q~1AN~C~ OR DISALLOWANCE DEPARTMENT OF REVENUE v
BUREAU OF INDIVIDUAL TAXES ~ ;~ ~? (~
INHERITANCE TAX DIVISION OF D~,DUCTIONS AN'D ~ISSESSMENT OF TAX REV-1547 EX AFP 112-09)
..
PO BOX 280601
. , . ~. ~
HARRISBURG PA 17128-0601
'~~! i !4~' '? ~;.~~ ~ ~
~. ~
~ ~ w ~ ~
~ ;~ ~ , ATE 08-09-2010
,
..
~ , ~ ;
TATE OF SWEENEY BETTY A
DATE OF DEATH 08-27-2009
~ ~ r; ;;~ r-, _
v~~~ ~'~ ~:u
FILE NUMBER 21 09-0843
COUNTY CUMBERLAND
HUBERT X GILROY v~ ,j ACN 101
10 E HIGH 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 POR
---------------------
- TION 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: SWEENEY BETTY AFILE N0 .:21 09-0843 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) 99,000.00 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) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 11,955.65
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
s. Total Assets c8) _ 110 , 955.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 18,914.9 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 15,416.16
11. Total Deductions C11) _ 34,331.11
12. Net Value of Tax Return C12) _ 76, 624.54
13. Charitable/Governmental Bequests; Non-elected 91 13 Trusts (Schedule J) C13) _ .0 0
14. Net Value of Estate Subject to Tax (14) _, 76,624.54
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) . DO X 00 _ . 00
C16) 76 , 624.54 x 045 =' 3, 448.10
C17) .00 x 12 = .00
C18) .00 x 15 = .00
C19)=' 3,448.10
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-27-2010 CD012807 .00 3,448.10
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 3,448.10
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY $E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM 1=0R INSTRUCTIONS.
,~~