HomeMy WebLinkAbout08-20-10~., .~ ,., NOTICE OF INHERITANCE TAX
~~ '~~ _APPRA7~~Q~~NT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE rAX nlvlsloN ; ._ DF` DEtDUCTIDNS AND ASSESSMENT OF TAX
PO BOX 280601 ~-
HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-04)
DATE 08-16-2010
ESTATE OF BYTOF WALTER J
DATE OF DEATH 04-04-2010
FILE NUMBER 21 10-0556
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 -~ --RETAIN-LOWER-PORTION FOR YOUR RECORDS ~---
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BYTOF WALTER JFILE N0.:21 10-0556 ACN: 101
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OR
DATE: 08-16-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
C2) ,0 0 credit to your account,
2. Stocks and Bonds (Schedule B) 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Mates Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6,4 27.3 6
6. Jointly Owned Property (Schedule F) C6) 381 , 424.21
7. Transfers (Schedule G) (7) .0 0
C8) 387 , 851 .57
8. Total Assets _
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10.5 0 0.16
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
C11) 10,500.16
11. Total Deductions _ 377,351.41
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ •0 0
14 e of Estate Subject to Tax
t V
l
N (14) _ 377,351.41
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u
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 d ate.
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 C 16) 368 , 35l . 41 x 045 = 16 , 575.81
17. Amount of Line 14 at Sibling rate C17) 3. 000 . DO x 12 = 360.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 6, 000.00 X 15 = 900.00
19 Principal Tax Due C19)= 17,835.81
.
Tex rQ~nTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-01-2010 CD012827 889.32 16,897.11
PAYMENT MUST BE MADE BY 01-04-2011*.
TOTAL TAX PAYMENT 17,786,43
BALANCE OF TAX DUE 49.38
INTEREST AND PEN. .00
TOTAL DUE 49.38
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.