HomeMy WebLinkAbout08-27-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUALrTAXES APP-~A~~SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX orv1S1oN - ~ 0~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~_ ..
HARRISBURG PA 17128-0601
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HEATHER D _;ROY_ER ESQ.
443 N FRONT ST
HARRISBURG PA 17110
pennsylvan~a i F.
DEPARTMENT OF REVENUE
REV-].547 EX AFP (12-09)
DATE 08-23-2010
ESTATE OF BEMILLER ALICE V
DATE OF DEATH 09-16-2009
FILE NUMBER 21 09-0915
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-22-2010
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 ~-'~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BEMILLER ALICE VFILE N0.:21 09-0915 ACN: 101 _______________
OR
DATE: 08-23-2010
TAX RETURN WAS: t X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) tl) 94, 000.00 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) 5,178.0 7 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) t3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) t4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) t5) 38, 066.51
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 99, 629.72
8. Total Assets ts) 23b , 874 .30
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H) C9) 2 4,319.9 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) t10) 6,0 4 5.9 4
11 . Total Deductions tll) 35, 365.89
t12) 201 , 50$ . 41
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax ( 14) 201 , 508.41
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 Spousal rate t15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate t16) ?(ll .50$.41 x 045 = 9,067.88
17. Amount of Line 14 at Sibling rate t17) _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)= 9, 067.88
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID t-)
AMOUNT PAID
12-15-2009 CD012104 453.39 9,200.00
TOTAL TAX PAYMENT 9,653.39
BALANCE OF TAX DUE 585.51CR
INTEREST AND PEN. .00
TOTAL DUE 585.51CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" tCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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