HomeMy WebLinkAbout08-23-10 (2)NOTICE OF INHERITANCE TAX
BUREAU of INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAx DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 1.7128-0601
WILLIAM E MILLER JR
1822 MARKET ST
CAMP HILL PA 17011-4824
pennsylvan~a ~K ~
DEPARTMENT' OF REVENUE
REV-1547 IX AFP (12-09)
DATE 08-09-2010
ESTATE OF SETZER MARYJANE L
DATE OF DEATH 08-28-2009
FILE NUMBER 21 09-0836
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-08-2010
(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 F- _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SETZER MARYJANE LFILE N0.:21 09-0836 ACN: 101 ____
OR
DATE: __ ____
-
08-09-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 232, 117.00 NOTE• T o ensure proper
2. Stocks and Bonds (Schedule B) r2) ,Q 0 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 9 6,2 5 2.2 7 tax pay ment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 698, 131 .42
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) _ 1 , 026 , 500.69
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedu le H) C9) 14.216.9 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,09 5.8 6
11. Total Deductions C11) _ 17, 312.76
12. Net Value of Tax Return C12) 1 , 009, 1$7.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
~ .0 0
14. Net Value of Estate Subject to Tax C14) 1 , 009 , 187.93
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) .00 X 00 •_ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) l , 009 , 1 87 9~ x 045 '= 45, 413.46
17.. Amount of Line 14 at Sibling rate C17) .00 X 12 •_ .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 •_ .0 0
19. Principal Tax Due ( 19)'= 45 , 413.46
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-30-2009 CD012043 .00 38,000.00
05-27-2010 CD012812 .00 5,423.46
05-27-2010 CD012813 .00 90.00
1nltKt51 15 CHAK6tll THROUGH 08-24-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE RE~JE2SE
f=a~R Cs~LCU'.ATIDN GF ADDITIONAL.. INikRES"f.
TOTAL TAX PAYMENT _ 43,513.46 ~_
BALANCE OF TAX DUE ___ 1,900.00
INTEREST AND PEN. 18.39 j
TOTAL DUE _ ~ __ ~_^1 , 918.39 _._.J
'.:F TDTAL DUE S REFLc'%TED A:, ,~ '~CRtL,"~~" '.: i<_; ;Ci.: 'fAY' kE DC1E
l' Kr":FUND. SEE F:^VFRSE ~iDE Dr 1'HiS FC;RM .~=C~n~ j:N~'Tf2UCi Ii:!t~:.