HomeMy WebLinkAbout09-03-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BDX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
SAMUEL L ANDES ~~- F-~`~ 4~\~
~~G-' ~:, ~! tg,-
525 NORTH 12TH S~ ,. ,. --, .,, C~
LEMOYNE '~A '17d43~ ~'~
C1) .00
C2) .00
C3) .00
C4) .00
c5) 75,823.49
C6) 4b,740.21
C7) .00
CUT ALONG THIS LINE --~ __RETAIN_LOWER_PORTION FOR YOUR RECORDS E-'-
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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: EDWARDS LUCILLE SFILE N0.:21 10-0369 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. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens tSchedule I)
~~
p~nnsylvaniaf~ -~,
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) __ 122,563.70
C9) 2.670.09
Clo) 13 198.27
C11) 15,8b8.36
11. Total Deductions _ 106,b95.34
12, Net Value of Tax Return C12) _
13, Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .0 0
14. Net Value of Estate Subject to Tax C14) _ 106, 695.34
NOTE: If an assessment was issued previously, lines 14, 15 andtor 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) 106,698.34 x 045 ',= 4,$01.29
17. Amount of Line 14 at Sibling rate C17) .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 C19)~ 4,801.29
TAY f`DCTITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-14-2010 CD012903 .00 4,801.29
DATE 08-30-2010
ESTATE OF EDWARDS LUCILLE S
DATE OF DEATH 02-1b-2010
FILE NUMBER 21 10-0369
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-29-2010
(See reverse side under Objections
Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 4,801.29
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
Fna CALCl1LATI0N OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.