HomeMy WebLinkAbout09-17-10NOTICE OF INHERITANCE TAX
BUREAU of INDIVIDUAL ~~~~ ?'~j , ~~~ ~ ~SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIV1S1oN _ _ "~~F~, DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 i~ ~ /; ~` i ~ ', ,. ,~,
HARRISBURG PA 17128-0601
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CLERK Cfi
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CHARLES E (~,E~~;~:,'`~z~,~~;1., PA..
6 CLOUSER RD
MECHANICSBURG PA 17055-9735
Pennsylvania 4 ~ ~ ~~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 09-14-2010
ESTATE OF BEITZEL DELLA E
DATE OF DEATH 10-02-2009
FILE NUMBER 21 09-1017
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-13-2010
(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 ~-
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPR
AISEM ---
ENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: BEITZEL DELLA EFILE N0.:21 09-1017 ACN: 101 DATE: 09-14-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 150,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 8 3,79 3.8 7
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 379, 048.02
8. Total Assets (8) 612.841.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 44.98 2.21
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8,734.05
11. Total Deductions (11) 53,716.26
12. Net Value of Tax Return (12) 559, 125.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 5.000.00
14. Net Value of Estate Subject to Tax C14) 554, 125.63
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) .00 X 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ~i~i4 . 1 2~ _ 6~ x 045 = 24, 935.65
17. Amount of Line 14 at Sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 24,935.65
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+}
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-29-2009 CD012173 500.00 9,500.00
07-02-2010 CD013021 .00 14,935.65
TOTAL TAX PAYMENT 24,935.65
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.