HomeMy WebLinkAbout08-27-10_ _ _ NOTICE OF INHERITANCE TAX pennsylvan~a ` ~
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BUREAU OF INDIVIDUAL• TAXES bPP~AISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~`
INHERITANCE TAX DIVISION ~f DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
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THEODORE MOTZ
338 ALLENVIEW DRIVE
MECHANICSBURG PA 17055
DATE 08-23-2010
ESTATE OF MOTZ ELIZABETH
DATE OF DEATH Ob-22-2009
FILE NUMBER 21 09-0985
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-22-2010
(See reverse side under Objections )
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 ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MOTZ ELIZABETH FILE N0.:21 09-0985 ACN: 101 DATE: 08-23-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) 148,752.00
c2) 3, 043.63
c3) .00
c4) .00
c5) 5, 370 .84
c6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 157 , 166 .47
c9) 12 , 780.76
clo) 94, 789.09
11. Total Deductions X11) 107,569.85
12. Net Value of Tax Return C12) 49,596.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14 Net Value of Estate Subject to Tax (14) 49,596.62
.
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 49 , S96 . 62 x 045 = 2, 231.85
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)= 2,231.85
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-09-2010 CD012875 19.39- 2,251.93
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 2,232.54
BALANCE OF TAX DUE .69CR
INTEREST AND PEN. .00
TOTAL DUE .69CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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