HomeMy WebLinkAbout09-17-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
THOMAS E FLOWER
2109 MARKET ST
CAMP HILL
NOTICE OF INHERITANCE TAX
~r~~{~~~1~1~~T~j ALLOWANCE OR DISALLOWANCE
!~~ ~Y'0E';D~pl~t~~I'ONS AND ASSESSMENT OF TAX
,~
pennsylvarna . ~
DEPARTMENT OF REVENUE ~
REV-1547 EX AFP (12-09)
201 S~I~ ~ 7 A~ ~ ( ~ ~[} DATE 09-14-2010
ESTATE OF GRAHAM RITA J
L,~~R~ ~~ DATE OF DEATH 11-26-2009
^t~
~flf"~iV,~~
, vO~~iT FILE NUMBER 21 10-0101
,
~~++~~ t~ r
1~:'zrF~f
Vst
;~44
! 1~
~~ COUNTY CUMBERLAND
.
,
~
. ACN 101
APPEAL DATE: 11-13-2010
P A 17 011 (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 E- --------------
-----------------------------------------------------------------------------
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRAHAM RITA JFILE N0.:21 10-0101 ACN: 101 DATE: 09-14-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 147,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,6 01.76 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) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 205.38
6. Jointly Owned Property (Schedule F) (6) 8, 025.83
7. Transfers (Schedule G) (7) .00
s. Total Assets (B) 156.832.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 5.312.27
10. Debts/Mortgage Liabilities/Liens (Schedule I) CLO) 60.07
11. Total Deductions C11) 25,372.34
12. Net Value of Tax Return C12)
131,460.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 131,460.63
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) 43,820.21 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 87.640.49 X 045 - 3,943.82
17. Amount of Line 14 at Sibling rate C17) .[10 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,943.82
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-18-2010 CD013051 .00 3,943.82
TOTAL TAX PAYMENT 3,943.82
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.