HomeMy WebLinkAbout10-01-10NOTICE OF INHERITANCE TAX
~-
-_.' btI~PRAI~EM~~1T ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES -~
INHERITANCE TAX DIVISION ~ P Q~ ;'AE~,11'QT'IONS AND ASSESSMENT OF TAX
PO BOX 280b01 ._ ,. .~ , ~..~ ! ,~ , +!..~ 1
HARRISBURG PA 17128-Ob01
~~ ~ ~ OCT - ! P ~2~ 4 3
ORPH~I~K~~ ~,~`~R-±-
DAVID C MILLER J~~~!''~~'~ ' '-~'~' °~-' ~~~
STE A
1100 SPRING GARDEN DR
MIDDLETOWN PA 17057
.~,
Pennsylvania ~
DEPARTMENT OF REVENUE e
...........
REV-1547 IX AFP C12-09)
DATE 09-27-2010
ESTATE OF ELRICK EMMA G
DATE OF DEATH 10-30-2009
FILE NUMBER 21 09-1041
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
CUT-ALONG-THIS-LINE -- -~ --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- f-- --
-- - - - - --- - - - - - - -- - - - - -
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ELRICK EMMA GFILE N0.:21 09-1041 ACN: 101 -----------------
OR
DATE: 09-27-2010
TAX RETURN WAS: t 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) 18,713.00 credit to your account,
D 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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5 5,8 4 3.16
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 673,854.00
8. Total Assets c8) 748 , 410.16
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 31,4 2 7.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,19 3.18
11. Total Deductions (11) 33,620.18
12. Net Value of Tax Return X12) 714, 789.9$
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 714, 789.98
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 t15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 714,789.98 X 15 = 107,218.50
19. Principal Tax Due (19)= 107,218.50
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-22-2010 CD012276 5,360.93 102,000.00
TOTAL TAX PAYMENT 107,360.93
BALANCE OF TAX DUE 142.43CR
INTEREST AND PEN. .00
TOTAL DUE 142.43CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" tCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~~~L}}~