HomeMy WebLinkAbout09-10-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxEs r~~P~'~t~14ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIV1s1DN ~ ~` k~QF:s}~E~,IICTIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09) ,
DATE 09-06-2010
ESTATE OF ROELKE VIOLA R
DATE OF DEATH 11-19-2009
FILE NUMBER 21 09-1148
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 ~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROELKE VIOLA RFILE N0.:21 09-1148 ACN: 101 _______________
OR
DATE: 09-Ob-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) 4 8 3.4 2 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) 10,9 6 6.19
6. Jointly Owned Property (Schedule F) (6) 3, 473.61
7. Transfers (Schedule G) (7) 154,439.66
8. Total Assets (8) 169 , 362.88
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3.711.7 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 28 6.71
11. Total Deductions (11) 3,998.41
12. Net Value of Tax Return (12) 165,364.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 165, 364.47
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 16,364.47 x 045 = 7,441.40
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 0 X 15 = .0 0
19. Principal Tax Due (19)= 7,441.40
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCDUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-18-2010 CD012940 .00 7,441.40
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 7,441.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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