HomeMy WebLinkAbout08-27-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES APPRAISfMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE tax DIV1S1oN OF .DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280b01
HARRISBURG PA 17128-Ob01
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CHERYL L BITI~~NE'R
1001 TOWNSEND CIR
WAYNE PA 19087-2717
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 08-23-2010
ESTATE OF BITTNER EDNA C
DATE OF DEATH 03-25-2010
FILE NUMBER 21 10-0389
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-----'--I R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BITTNER EDNA (FILE N0.:21 10-0389 ACN: 101 ____________
OR
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) (1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 35,499.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 35,499.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9, 0.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,314.0 0
11. Total Deductions C11) 13,534.00
12. Net Value of Tax Return C12) 21,965.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 21 , 965.00
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) 1 , 965.00 x 045 = 988.00
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 C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 988.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-26-2010 CD012817 49.40 939.00
TOTAL TAX PAYMENT 988.40
BALANCE OF TAX DUE .40CR
INTEREST AND PEN. .00
TOTAL DUE .40CR
* 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.
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