HomeMy WebLinkAbout08-27-10~:
_ _ , .. {~, ...NOTICE OF INHERITANCE TAX pennsylvan~a ~ ~
BUREAU OF INDIVIDUAL TAxES ~ APPRAISEMENt ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF' DEDUCT:TONS AND ASSESSMENT OF TAX REV-].547 IX AFP C12-09)
PO BOX 280601 ~~
HARRISBURG PA 17128-0601
.. „ DATE 08-23-2010
ESTATE OF SOCCER HERBERT I
-_ DATE OF DEATH 09-16-2009
'~ - FILE NUMBER 21 09-0928
_,:
-• COUNTY CUMBERLAND
NEIL W YARN ESQ ACN 101
PO BOX 650 APPEAL DATE: 10-22-2010
H E R S H E Y P A 17 0 3 3 (See reverse side under Objeeti~ns )
Amount Remitted --1
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 F--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SOCCER HERBERT IFILE N0.:21 09-0928 ACN: 101 DATE: 08-23-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
tl) 239:368.50
C2) .00
C3) .00
c4) .00
C5) 37, 992.31
c6) .00
c7) 2,245,678.06
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c8) 2,523,038.87
C9) 39 , 270.00
Clo) 117,500.00
11. Total Deductions (11) 156,770.00
12. Net Value of Tax Return C12) 2,366,268.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 1,0 0 0.0 0
14. Net Value of Estate Subject to Tax C14) 2, 365, 268.87
NOTE: If an assessment was issued previously, lines 14, 15 and/or lb, 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 C15) 2,290,268.87 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 75.000.00 X 045 = 3, 375.00
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 3,375.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-18-2009 CD012005 168.75 3,206.25
TOTAL TAX PAYMENT 3,375.00
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.