HomeMy WebLinkAbout09-03-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAZS~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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WI L L IAM R KA'tf~1MAN ESQ -~ - • --
940 CENTURY DR
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MECHANICSBURG PA 17055-4376
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c5} 15, 315.48
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CUT ALONG THIS LINE----_ -~ -R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f'- _ ______________
REY-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LANCE MARY JANE FILE N0.:21 09-0840 ACN: 101 DATE: 08-30-2010
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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CostslMisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
p~nnsylvania ~ s
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
ca) _ 28 , 498.91
C9) 5 , 655.60
Clo) 4,402.65
11. Total Deductions C11) _ 10, 058.25
12. Net Value of Tax Return C12) _ 1$,440.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ 6 7 5.6 2
14. Net Value of Estate Subject to Tax C14) 17, 765.04
NOTE: If an assessment was issued previously, lines 14, 15 andlor 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) .00 X 00 •_ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) l 7.765 _ 04 x 045 '= 799 .43
17. Amount of Line 14 at Sibling rate C17) _ 00 X 12 ~= . 00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 -_ .0 0
19. Principal Tax Due C19)°° 799.43
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-19-2009 CD012011 39.97 1,000.00
TOTAL TAX PAYMENT 1,039.97
BALANCE OF TAX DUE 240.54CR
INTEREST AND PEN. .00
TOTAL DUE 240.54CR
* 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.
DATE 08-30-2010
ESTATE OF LANCE MARY JANE
DATE OF DEATH 08-22-2009
FILE NUMBER 21 09-0840
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-29-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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