HomeMy WebLinkAbout08-27-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES A~PPRAI3~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE rnx DIV1S1oN OF ~IZEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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JAMES M ROBINSON
28 S PITT STREET
CARLISLE PA 17013
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pennsylvan~a ~ e
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 08-23-2010
ESTATE OF ROBINSON WILLIAM A
DATE OF DEATH 03-24-2010
FILE NUMBER 21 10-0328
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: ROBINSON WILLIAM AFILE N0.:21 10-0328 ACN: 101 _____________
OR-
DATE: 08-23-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 115, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 33, 120 .46 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
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) b1,8 9 9.5 8
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 489, 044.41
8. Total Assets (8) 699, 064.45
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3 3,917.3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,5 2 8.2 0
11. Total Deductions (11) 36,445.52
12. Net Value of Tax Return (12) 662,618.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 662, 618.93
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 x 04 5 = .0 0
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) 662, 618.93 X 15 = 99, 392.84
19. Principal Tax Due (19)= 99, 392.84
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-09-2010 CD012878 4,969.64 94,423.20
TOTAL TAX PAYMENT 99,392.84
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.
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