HomeMy WebLinkAbout09-17-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES „_.~~.,APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ` ~j It~SF; II~~ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ -
HARRISBURG PA 17128-0601 ~ ~d U ; w~ i ~ ~~ ~~'~f ~ ^
pennsylvarna ~: ~ ~
DEPARTMENT OF REVENUE ~
REV-1547 EX AFP (12-09)
DATE 09-14-2010
2010 ~~~ , ~ AM ~!, ~~ ESTATE OF DAGEN VERNA M
DATE OF DEATH 03-23-2010
CLERK C~ FILE NUMBER 21 10-0414
COUNTY CUMBERLAND
STEPHEN D TILE ~ COURT ACN 101
~`~~~ n~ ~~ APPEAL DATE: 11-13-2010
5 SOUTH HANOVE i.~~,..,
CARL I SL E PA 17013 (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 APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DAGEN VERNA MFILE N0.:21 10-0414 ACN: 101 DATE: 09-14-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 483,400.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) .0 0 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) 439,753.97 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 32,668.34
6. Jointly Owned Property (Schedule F) (6) 12,840.00
7. Transfers (Schedule G) (7) 455, 269.00
8. Total Assets c8) 1 , 423 , 931.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 17,718.67
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.182.4 3
11. Total Deductions (11) 22,901.10
12. Net Value of Tax Return C12) 1 , 401 , 030.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 1 , 401 , 030.21
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) 1 .401 .030.?7 X 045 = 63,046.36
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 63,046.36
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-17-2010 CD012928 3,152.32 60,000.00
TOTAL TAX PAYMENT 63,152.32
BALANCE OF TAX DUE 105.96CR
INTEREST AND PEN. .00
TOTAL DUE 105.96CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FDR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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