HomeMy WebLinkAbout08-20-10-, .~ ,~, •- ~- ;;~~;- ~~. NOTICE OF INHERITANCE TAX pennsylvania ~ ~~~ ~=
'~ ' ~` %' " - ~dr'P~I~IISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL-TAX~~S ~ r
INHERITANCE TAX DIVISION ~ ;,~_;_ • _;' "_!0{F DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
~'~~ ~•~~~ ~ ~ ~°!~ ~-' ~~ DATE 08-16-2010
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21 E MARKET ST
YORK PA 17401
ESTATE OF IRVING EMILY F
DATE OF DEATH OS-31-2009
FILE NUMBER 21 09-0886
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-15-2010
(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 - ~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS F--
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX _
APPRAISEM _
ENT, ALLOWANCE _____________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: IRVING EMILY FFILE N0.:21 09-0886 ACN: 101 DATE: 08-16-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
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) (5) 4 2 8.9 0
6. Jointly Owned Property (Schedule F) (6) 13,850.85
7. Transfers (Schedule G) (7) 1 , 745, 868.62
8. Total Assets c8) _ 1 , 760 , 148.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 16,5 3 9.6 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,8 6 0.0 3
11. Total Deductions (11) _ 20,399.68
12. Net Value of Tax Return C 12) 1 , 739 , 748.69
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) _ .0 0
14. Net Value of Estate Subject to Tax (14) _ 1 , 739, 748 . b9
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .7~ 9 .748 _ 69 X 045 = 78,288.69
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 78,288.69
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMDUNT PAID
11-28-2009 CD012050 1,315.79 25,000.00
11-28-2009 CD012051 2,340.00 44,460.00
05-27-2010 CD012825 .00 5,172.90
TOTAL TAX PAYMENT 78,2gg,69
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.
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