HomeMy WebLinkAbout09-03-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 28D6D1
HARRISBURG PA 17128-06D1
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- NOTICE OF INHERITANCE TAX
A~P~RAISEMENT, ALLOWANCE OR DISALLOWANCE
QF DEDUCTIONS AND ASSESSMENT OF TAX
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BRADLEY ~L~~~RTFFTE _ -
200 N HANOVER ST
CARLISLE PA 17013
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DEPARTMENT OF REVENUE
RE.V-1547 E7C AFP (12-09)
DATE 08-30-2010
ESTATE OF THRONE ROMAINE V
DATE OF DEATH 01-09-2010
FILE NUMBER 21 10-0095
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
RETAIN-LOWER-PORTION FOR YOUR RECORDS f-
CUT ALONG THIS LINE -~
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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: THRONE ROMAINE VFILE N0.:21 10-0095 ACN: 101 DATE: 08-30-2010
TAX RETURN WAS: t X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 17,234.92 NOTE: To ensure proper
C2) ,0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 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) 41 , 82$ . 41
6. Jointly Owned Property (Schedule F) (6) 37,500.00
7. Transfers (Schedule G) (7) 37,445.27
8. Total Assets (8) __ 134, 008.60_
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 15.515.7 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5 4 3.5 4
C11) 16, 059.27
11. Total Deductions _
117, 949.33
12. Net Value of Tax Return (12) _
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .0 0
14. Net Value of Estate Subject to Tax (14) 117, 949.33
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 1 7.949 _ 33 X 045 ~ 5, 307.72
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 D X 15 _ .0 0
19. Principal Tax Due (i9)~ 5,307.72
TAY CRFIITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
04-07-2010 CD012580 263.16 5,000.00
06-22-2010 CD012965 .00 44.56
TOTAL TAX PAYMENT 5,307.72
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" (:CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM F'OR INSTRUCTIONS.
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