HomeMy WebLinkAbout09-10-10-•,-- .-,; .-, ;-, - -..- .t~.OTICE OF INHERITANCE TAX
' ,-APPitI4'~~S~IENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAx DIVISION ,~ ~ ,.,~ -~ '~ O~' ^ ~~'DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
20 4 ~ SEP 10 Ali f I ~ 4 ~
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WILLIAM P D 0~~~~~~`'~" ~~ ~~~ ; ~'A
43 W SOUTH ST
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE'
REV-1547 IX AFP (12-09)
DATE 09-06-2010
ESTATE OF POOLE MARIE K
DATE OF DEATH 06-07-2009
FILE NUMBER 21 09-0580
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
CUT ALONG THIS-LINE----- -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: POOLE MARIE KFILE N0.:21 09-0580 ACN: 101 _______________
OR
DATE: 09-06-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1 . Real Estate (Schedule A) C1) 6, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
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) 1,2 7 3.0 5
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 7,273.05
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16.0 0 9.6 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 16, 009.60
12. Net Value of Tax Return (12) 8,736.55-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 158, 063.87
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 d ate.
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 rib , 063 _ 87 X 045 = 7, 112.85
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 ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 7, 112.85
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-27-2009 CD011532 355.64 7,131.00
TOTAL TAX PAYMENT 7,486.64
BALANCE OF TAX DUE 373.79CR
INTEREST AND PEN. .00
TOTAL DUE 373.79CR
* 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 FOR INSTRUCTIONS.