HomeMy WebLinkAbout09-03-10ND:TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES .: AP,PRA.I,S,E~I~ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX ~IV1s1oN - - ~-OF~ •DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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ROBERT G FREY
5 SOUTH HANOVER STREET
CARLISLE PA 17013
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cs) 121,311.00
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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: BURCICK SR WILLIAM HFILE N0.:21 08-0761 ACN: 101 DATE: 08-30-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest tSchedule C)
4. Mortgages/Notes Receivable tSchedule 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)
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CiEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
credit to your account,
submit the upper portion
of this form with your
tax payment.
~8) 121 , 311.00
Cq) 11 , 6b9 . 00
clo) .00
(11) 11,6b9.00
11. Total Deductions 109,642.00
12. Net Value of Tax Return (12) _
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
Tax
t t
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b
t
t (14) 109,642.00
14. o
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Net Value of Es _
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 C15) .0 0 X 0 0 = .0 D
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 109.64?.00 x 045 = 4,933.90
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due ~lg)- 4,933.90
TAY f RFflTTS e
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-09-2010 CD012883 .00 3,488.00
06-21-2010 CD012955 .00 1,445.90
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-22-2010
DATE 08-30-2010
ESTATE OF BURCICK SF: WILLIAM H
DATE OF DEATH 07-01-2008
FILE NUMBER 21 08-07b1
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-29-2010
(See reverse side under Ot jeetions )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 4,933.90
BALANCE OF TAX DUE .00
INTEREST AND PEN. 273.9b
TOTAL DUE 273.96
* 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 1=0R INSTRUCTIONS. ~ A
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