HomeMy WebLinkAbout10-01-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
SALLY J WINDER
221 DOUBLING GAP RD
PO BOX 341
NOTICE OF INHERITANCE TAX
AP.P,,R-/~1,T•~$-~{rlff!r,!~'AI~'~OWANCE OR DISALLOWANCE
`~''OF' `Df~UCt,~QM& AND ASSESSMENT OF TAX
G~..~~~`t~ ~'
r~~,~~.'~~`S G,~~~a~Ti~,
~jt.l ~ ~.: ~ ~.'~ i . i ~ G... d ,~..~ t,~ ~ ..~ .
NEWVILLE PA 17241
cl) .00
c2) .00
c3) .00
c4) .00
~5) 1,500.00
c6) 4,550.55
c7) .00
CUT_ALONG-THIS_LINE_____ ---) _-RETAIN-LOWER_PORTION-FOR_YOUR-RECORDS E- -- _______________
- - - - --- --- - - - - - - - - - --
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROTZ LILLIAN BFILE N0.:21 09-0642 ACN: 101 DATE: 09-27-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~
DEPARTMENT OF REVENUE r=
REV-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 6, 050.55
C9) 10 , 064.61
clo) 911 .36
11. Total Deductions (11) 10, 975.97
12. Net Value of Tax Return (12) 4,925.42-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 4,925.42-
NOTE: If an assessment was issuedpreviously, 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) .0 0 x 04 5 = .0 0
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 C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
DATE 09-27-2010
ESTATE OF ROTZ LILLIAN B
DATE OF DEATH 07-01-2009
FILE NUMBER 21 09-0642
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-26-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT .00
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..._.~-~
~1.~~~