HomeMy WebLinkAbout09-24-10NOTICE OF INHERITANCE TAX pennsylvania ~
:,A~~PRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIUIDAL~ TAX~St ,~~
INHERITANCE TAX DIVISION .- ~, OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP C12-09)
PO BOX 2806D1 11'- ~~-~ -', , iY ~
HARRISBURG PA 17128-OdOt ~~`
~~~~ SAP 24 1 ~`~ j~~ ~~ DATE 09-20-2010
ESTATE OF CREE MARY A
DATE OF DEATH 03-05-2010
~~ERK nF FILE NUMBER 21 10-0596
QRFHA~!'~ r.~~~~i COUNTY CUMBERLAND
M I C H A E~U~ ~I ~w~j'~;~iS ~~, AC N 101
19 W SOUTH ST APPEAL DATE: 11-19-2010
C A R L I S L E P A 17 013 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SWUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE----- -----RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- ~-- --
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: CREE MARY AFILE N0.:21 10-0596 ACN: 101 -----------------
OR
DATE: 09-20-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •Q 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,Q Q credit to your account,
0 0 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) •Q 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) 18, 723.34
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 18 , 723.34
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 7.8 8 9.8 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,28 6.8 2
11. Total Deductions (11) 12, 176.69
12. Net Value of Tax Return (12) b,546.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 6,546.65
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 6 .546 _ 65 X 045 = 294.59
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 294.60
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-09-2010 CD012884 .00 300.00
09-13-2010 REFUND .00 5.40-
TOTAL TAX PAYMENT 294.60
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.-~I
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