HomeMy WebLinkAbout09-10-10~~ ,,- , -, .., ,.,,...:.,;...NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ~~'~CP~'RA~Sr~h~IVT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~ie ~ , ~ `y. •~ 0!~ ~~ED`~lCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - -
HARRISBURG PA 17128-0601
2~ ~ 0 SEP I n ~~ ! I ~ 4 ~
CIrERK Q~
C~! At~~"'~ E~`(1
E L Y S E E R O G E R ~"~"' ~-r'-i~ ~"~'' ~~; v, F~:':J
STE 400
635 N 12TH ST
LEMOYNE PA 17043
cl) .00
c2) 18,720.13
c3) .00
c4) .00
c5) 23, 761.61
c6) .00
~7) 1,773,129.54
CUT ALONG THIS-LINE----- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YORLETS DOROTHY SFILE N0.:21 09-0224 ACN: 101 DATE: 09-06-2010
TAX RETURN WAS: (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 (Schedule I)
Pennsylvania ~, ~~
DEPARTMENT OF REVENUE
z~
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.
c8)_ 1,815,611.28
C9) 35 , 984.84
clo) 345,572.51
11. Total Deductions C11) 381,557.35
12. Net Value of Tax Return C12) 1,434,053.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1,0 0 0.0 0
14. Net Value of Estate Subject to Tax C14) 1,433,053.93
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 ,431 .053.93 X 045 = 64,397.43
17. Amount of Line 14 at Sibling rate (17) 7 , 000 _ 00 X 12 = 240.00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 64,637.43
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-05-2009 CD011955 .00 10,000.00
04-29-2010 CD012672 .00 2,000.00
1NItKE51 t5 CHARGED THROUGH 09-21-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
DATE 09-06-2010
ESTATE OF YORLETS DOROTHY S
DATE OF DEATH 02-06-2009
FILE NUMBER 21 09-0224
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-05-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 12,000.00
BALANCE OF TAX DUE 52,637.43
INTEREST AND PEN. 1,966.47
TOTAL DUE 54,603.90
~ 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 FOR INSTRUCTIONS.