HomeMy WebLinkAbout09-10-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES'`" _',., _.' A~fF~i~`~-~~~; ~~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ;. ;,•~r Qf- Dfi~t~I~CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '
HARRISBURG PA 17128-0601
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49 W ORANGE ST
SHIPPENSBURG PA 17257
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c2) 3, 113.28
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c5) 28 , 988.57
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CUT ALONG THIS LINE----- ~ --RETA_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: REESE EVELYN EFILE N0.:21 10-0051 ACN: 101 DATE: 09-06-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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)
DATE 09-06-2010
ESTATE OF REESE EVELYN E
DATE OF DEATH 12-10-2009
FILE NUMBER 21 10-0051
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
pennsylvania ~ ~
DEPARTMENT OF REVENUE
i
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) 32, 101 .85
c9) 3.110.50
clo) 255.12
11. Total Deductions C11) 3, 365.62
12. Net Value of Tax Return C12) 28,736.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13] .0 0
14. Net Value of Estate Subject to Tax (14) 28,736.23
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 C16) 78 , 7 6 . ~ x 045 = 1 , 293.13
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 ra te (18) ,0 0 X 15 = .0 0
19. Principal Tax Due C19)= 1 , 293.13
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
Ob-15-2010 CD012926 .00 1,293.85
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 1,293.85
BALANCE OF TAX DUE .72CR
INTEREST AND PEN. .00
TOTAL DUE .72CR
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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