HomeMy WebLinkAbout10-01-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~''~` ~~~i!•~~~'IS,EMC~1T-ti.~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~F.. 1~E~UCsI'~bN$ AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 '~
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MARLIN R MCCALEB ~~' ~` ~,' ~"_` }~~
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DEPARTMENT OF REVENUE
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REV-1547 EX AFP C12-09)
DATE 09-27-2010
ESTATE OF BEARD MARY E
DATE OF DEATH 11-07-2009
FILE NUMBER 21 09-1205
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-
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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: BEARD MARY EFILE N0.:21 09-1205 ACN: 101 DATE: 09-27-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 5, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
.0 0
credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 40,417.08
b. Jointly Owned Property (Schedule F) (6) 16,416.65
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 61 , 833.73
APPROV ED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 16,7 9 6.9 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 134.12
11. Total Deductions C11) 16, 931.05
12. Net Value of Tax Return C12) 44, 902.68
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedul e J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 44, 902.68
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) .00 X 00 = .00
c16) 44 , 902.68 x 045 = 2, 020.62
c17) _ oo x 12 = . 00
C18) .00 X 15 = .00
C19)= 2, 020.62
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-30-2010 CD013126 .00 2,020.62
TOTAL TAX PAYMENT 2,020.62
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.
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