HomeMy WebLinkAbout09-17-10BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
rn.~;~- Q,TICE OF INHERITANCE TAX
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CLERK OF
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ROGER B IRWIRY''ES`$~'' ''~ ~~~'
60 W POMFRET ST
CARLISLE PA 17013
Pennsylvania .'~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-09)
DATE 09-14-2010
ESTATE OF BAUM VIOLA I
DATE OF DEATH 04-12-2010
FILE NUMBER 21 10-0444
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 APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAUM VIOLA IFILE N0.:21 10-0444 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) 95, 000.00 NOTE: To ensure proper
178.28 credit to your account,
2. Stocks and Bonds (Schedule B) C2)- ___
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 64,7 62.5b
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
submit the upper portion
of this form with your
tax payment.
c8) __ 159 , 940.84
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 9 .554.04
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3 ,934.22
11. Total Deductions C11) 13,488.2b
12.
Net Value of Tax Return
(12) 146 452.58
~
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 146,452.58
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) .0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) _DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 146, 452.58 X 15 - 21 , 967.89
19. Principal Tax Due (19)= 21 , 967 .89
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-12-2010 CD013044 1,098.39 20,869.50
TOTAL TAX PAYMENT 21,967.89
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.