HomeMy WebLinkAbout09-10-10~, ~ _,,_ ,-a;_,~.~~Q~T,ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ` ~`' '-p~' ~' ~T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~"u'~. +~ ~ ~ ~~ ~'~tiA.CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '
HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 09-06-2010
ESTATE OF SCHILLER JANET M
DATE OF DEATH 12-17-2009
FILE NUMBER 21 09-1194
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 OF: SCHILLER JANET MFILE N0.:21 09-1194 ACN: 101 _______________
OR
DATE: 09-06-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 84,500.00
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) 4 54.5 2
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (8) 84 , 954 .52
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6,410.8 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,6 6 6.8 8
11. Total Deductions (11) 13, 077.76
12. Net Value of Tax Return (12) 71 , 876.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 71 , 876.76
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) 71 .876.76 X 045 = 3,234.45
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)= 3,234.45
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-21-2010 CD012967 .00 3,234.45
TOTAL TAX PAYMENT 3,234.45
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
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ,~~~