HomeMy WebLinkAbout09-24-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ..i.~~r ~PRA;~,SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX nIV1S1oN ,~ b~' DEH'~1CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 <~-, -.
HARRISBURG PA 17128-0601 `~` `' '-' -'
~fl ! Q SEP 2 4 P~ !2: 5 3
CLERK ~~
QRPHAN'S C~~~RT
JOHN C OSZUS~1 ~~;~~"r~C} ~~1 . ~3~,
104 S HANOVER ST
CARLISLE PA 17013
Pennsylvania ` ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-09)
DATE 09-20-2010
ESTATE OF ACKERMAN WILMER E
DATE OF DEATH 12-25-2009
FILE NUMBER 21 10-0082
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-19-2010
(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 ~-
--------------------------------------------------------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ACKERMAN WILMER EFILE N0.:21 10-0082 ACN: 101
-----------------
OR
DATE: 09-20-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) 4,2 54.18 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 10, 100.14
6. Jointly Owned Property (Schedule F) C6) 39,474.21
7. Transfers (Schedule G) C7) .0 0
8. Total Assets c8) 53,828.53
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14,17 3.36
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,2 9 5.4 3
11. Total Deductions C11) 21,468.79
12. Net Value of Tax Return C12) 32,359.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 32,359.74
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) 32 . 3~9 . 74 X 045 = 1 , 456.19
17. Amount of Line 14 at Sibling rate C17) .~ 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)= 1 , 45b . 19
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-19-2010 CD012497 72.81 1,700.00
TOTAL TAX PAYMENT 1,772.81
BALANCE OF TAX DUE 316.62CR
INTEREST AND PEN. .00
TOTAL DUE 316.62CR
* 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.
~/~