HomeMy WebLinkAbout09-24-10NOTICE OF INHERITANCE TAX
-~APF'R,A,-LSEMEN.T., ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~ ~
INHERITANCE TAX DIVISION O'~ ~ "bEDUC~IONS AND ASSESSMENT OF TAX
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PO BOX 280601 ~ ~ ~~
HARRISBURG PA 17128-0601 -~
200 SEP 24 P~ 12~ 5:~
CLERK CAF
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10 E HIGH ST
CARLISLE PA 17013
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Pennsylvania ~ ~` ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09) r
DATE 09-20-2010
ESTATE OF BUCHER ELAM H
DATE OF DEATH 03-25-2010
FILE NUMBER 21 10-0320
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 E-
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BUCHER ELAM HFILE N0.:21 10-0320 ACN: 101
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OR
DATE: 09-20-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 185, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 99,663.68 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 109,322.68
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 70,578.89
8. Total Assets C8) 464 , 565.25
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3 7, 4.19
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 131.13
11. Total Deductions C11) 37, 385.32
12. Net Value of Tax Return C12) 427, 179.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 427, 179.93
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 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 477 , 1 79 _ 93 x 045 = 19, 223.10
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 19,223.10
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-25-2010 CD012985 961.15 18,261.94
09-13-2010 SBADJUST .00 .O1
TOTAL TAX PAYMENT 19,223.10
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.`~~J
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