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Home My WebLink About09-24-10NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES !f ,~1P1'Rl~-iS~~~hl,€t~.T-, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX nlvlsloN ~ ~" :©F` b~E~k1G~~~IONS AND ASSESSMENT OF TAX PO BOX 280601 -' ` ' '~ HARRISBURG PA 17128-0601 J v ~ I w ,_, 20~Q SEP 2~ P~ 12~ 53 C~.EP~S CF C~PHA#~'S UOURT SUSAN J HARTMAI~(J~~r~l ~~ ~ ~^,~ pA 1 IRVINE ROW CARLISLE PA 17013-3019 ~ a pennsylvan~a ~ DEPARTMENT OF REVENUE REV-1547 EX AFP (12-09) DATE 09-20-2010 ESTATE OF LANDIS JAMES E DATE OF DEATH 03-22-2010 FILE NUMBER 21 10-0330 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: LANDIS JAMES EFILE N0.:21 10-0330 ACN: 101 ----------------- OR DATE: 09-20-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) 123,215.40 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) 5,3 5 2.4 2 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) 11, 194.39 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) 212, 666.03 8. Total Assets c8) 352 , 428 .24 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 18,4 6 3.7 5 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0 11. Total Deductions (11) 18,463.75 12. Net Value of Tax Return C12) 333, 964.49 13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax (14) 333,964.49 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 C16) 333.964 _ 49 x 045 = 15, 028 .40 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 (19)= 15, 028.40 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 06-14-2010 CD012904 751.42 14,276.98 TOTAL TAX PAYMENT 15,028.40 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. ~~\