HomeMy WebLinkAbout09-10-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAX~S'''~ ;',.'~ ~ ~R~'~~'I~~~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - _ ~~~~"'DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 i.~~_ ~ `~ : , - E~" ~' ~ .
HARRISBURG PA 17128-0601
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LINDA L S I M ~~~~~~~ ("`~ }~~;
335 MULBERR
MECHANICSBURG PA 17050-3141
~1) 97,700.00
c2) 255, 939 .45
c3) .00
c4) .00
c5) 491 , 801.91
c6) .00
c7) .00
CUT ALONG THIS LINE --- __RETAIN LOWER PORTION FOR YOUR RECORDS ~ ______________
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REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TOMLINSON PHILIP BFILE N0.:21 09-0950 ACN: 101 DATE: 08-30-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) 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)
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 IX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cB) 845,441.36
c9) 68 , 547.04
clo) .00
68,547.04
11. Total Deductions X11) 776,894.32
12. Net Value of Tax Return X12) 0 0
10 0
2
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
,
14 . Net Value of Estate Subject to Tax t 14) 774 , 794 .32
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
Twv rCrnTTC.
c15) .00 x 00 = .00
c16) 774 , 794.32 x 045 = 34, 865.74
c17) .00 x 12 = .00
c18) .00 x 15 = .00
c19)= 34,865.74
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-05-2009 CD012074 1,743.29 40,000.00
DATE 08-30-2010
ESTATE OF TOMLINSON PHILIP B
DATE OF DEATH 09-15-2009
FILE NUMBER 21 09-0950
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-29-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 41,743.29
BALANCE OF TAX DUE 6,877.55CR
INTEREST AND PEN. .00
TOTAL DUE 6,877.55CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~ n
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