HomeMy WebLinkAbout08-20-10_ NOTICE OF INHERITANCE TAX
°~* ~ ~``~~ -;I4PPR~A~'I~~IENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~'•-~
INHERITANCE TAX DIVISION ~ _0,~ ; DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '- ` ` - - -- ~ - • -
HARRISBURG PA 17128-0601
[[ r! 1~r
...L~i ; '~p~-
r^~ ~ ~ R -- --, i
10 E HIGH ST
CARLISLE PA 17013
Pennsylvania ~~~ •~~'
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 08-16-2010
ESTATE OF HORN RUBY M
DATE OF DEATH 03-06-2010
FILE NUMBER 21 10-0561
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 SWUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -'-~ --RETAIN_LOWER-PORTION FOR YOUR RECORDS ~--
REV-1547 EX AFP 012-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HORN RUBY MFILE N0.:21 10-0561 ACN: 101
OR
DATE: 08-16-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RET URN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
~2) 273,86b.95 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/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 719.57
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 28,532.87
(8) 303, 119.39
8. Total Assets _
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 15,5 38.9 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
C11) 15,538.95
11. Total Deductions _ 580.44
287
12. Net Value of Tax Return (12) _ ,
0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .
t t
T (14) 287,580.44
14. ax
o
Net Value of Estate Subjec _
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 .
ASSESS MENT OF TAX:
15. Amount of Line 14 at SRousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) X 045 = 12, 941.12
17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
C19)= 12,941.12
19. Principal Tax Due
rwv ro cnrTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-02-2010 CD012830 647.06 12,294.06
TOTAL TAX PAYMENT 12,941.12
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. .~