HomeMy WebLinkAbout09-10-10.,, .NQII,~E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A'I~A~S~~'I$N~r', ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '~ , aI"~ 'D~E~~Pi~'I ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ s
HARRISBURG PA 17128-0601
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MECHANICSBURG PA 17055
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-04)
DATE 09-06-2010
ESTATE OF BERNARD JOHN A
DATE OF DEATH 04-08-2010
FILE NUMBER 21 10-0453
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-05-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --~ --RETAIN-LOWER-PORTION_ FOR YOUR RECORDS F- _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: BERNARD JOHN AFILE N0.:21 10-0453 ACN: 101 _______________
OR
DATE: 09-06-2010
TAX RETURN 1JAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 136, 000.00 NOTE: To ensure proper
(2) 48,619.55 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 189,768.51
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 170,511.94
(8) 544,900.00
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 31,1$ 5.12
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7 9 9.21
C11) 31 , 984.33
11 . Total Deductions 512,915.b7
12. Net Value of Tax Return t12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
Subject to Tax
t
f E
t
V
l (14) 512, 915.67
14. e
s
a
ue o
Net
a
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) S1? .915 _ 67 x 045 = 23, 081 .20
17. Amount of Line 14 at Sibling rate t17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 23, 081.20
TeY r_~FnTTt
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-06-2010 CD013031 1,154.06 21,980.00
TOTAL TAX PAYMENT 23,134.06
BALANCE OF TAX DUE 52.86CR
INTEREST AND PEN. .00
TOTAL DUE 52.86CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FDR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~
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