HomeMy WebLinkAbout10-01-10NOTICE OF INHERITANCE TAX pennsylvan~a ~
A~P~t/l,~.~`~'M~E!NT,% ;1441~'~OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES 4~,- ~ ~ : ;±-
INHERITANCE TAX DIVISION F~ L~~D~JCTI.QNS^AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ~ ~; ..- ~
HARRISBURG PA 17128-0601 ~~"' ~'"`~ ~, 4 W'
~~~~ ~~~ _ ~ ~!~ `~; ~~ DATE 09-27-2010
ESTATE OF NESS SR WALTER L
E DATE OF DEATH 03-03-2006
~i~..Ln`~ ~~ FILE NUMBER 21 06-0389
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WALTER L NESS JR rr~ a; ~,~~` ~'(~',+ ~~, COUNTY CUMBERLAND
G~~r. ~' ~ ~ AC N 101
850 WOODRIDGE DR APPEAL DATE: 11-26-2010
M I D D L E T O W N P A 17 0 5 7- 3 319 (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: NESS SR WALTER LFILE N0.:21 06-0389 ACN: 101 DATE: 09-27-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NDTE: To ensure proper
2. Stocks and Bonds (Schedule B) t2) 312,524.25 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) •0 0 tax: payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 24,490.60
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 337, 014.85
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10,8 0 5.8 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,8 9 0.0 9
11. Total Deductions (11) 14,695.91
12. Net Value of Tax Return (12) 322,318.94
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 322,318.94
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 322 , 31 8 _ 94 X 045 = 14 , 504.35
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)= 14,504.35
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-03-2006 CD006650 725.22 13,779.13
TOTAL TAX PAYMENT 14,504.35
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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