HomeMy WebLinkAbout09-24-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL T'S" ~• ~~ AP~!~. ~'Sr,EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~. _~_ ~-' ~ b SEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 iii -
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CLERK ~~~
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R MARK THOM O ~~ .~~ ~~ ~'~~1 ~''~
101 S MARKE
MECHANICSBURG PA 17055
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-09)
DATE 09-20-2010
ESTATE OF RICHARDSON HELEN
DATE OF DEATH 03-10-2010
FILE NUMBER 21 10-0356
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 -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RICHARDSON HELEN FILE N0.:21 10-0356 ACN: 101 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) (1) •0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2)
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) (5) 5,5 61.5 0
6. Jointly Owned Property (Schedule F) (6) 145, 278.24
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 150 , 839.74
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 2 2,941.35
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,34 2.5 2
11. Total Deductions C11) 29,283.87
12• Net Value of Tax Return (12) 121,555.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 121 , 555.87
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 return s 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) 1 2 1 . SSS _ 87 X 045 = 5, 470.01
17. Amount of Line 14 at Sibling rate (17) .~ 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)= 5,470.01
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-07-2010 CD012853 ,273.50 5,250.00
09-13-2010 REFUND .00 53.49-
TOTAL TAX PAYMENT 5,470.01
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.
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