HomeMy WebLinkAbout10-01-10NOTICE DF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -yr -A~P~-~-I~E,; {Tip ALLOWANCE OR DISALLOWANCE
INHERITANCE rAX DIVISION ~ ~ ~ - ` b~~ D'E`I~l1;C~.~ONS AND ASSESSMENT OF TAX
PO BOX 280601 , ~;' ~ ~~~~
HARRISBURG PA 17128-0601 'I..'~-~'~' ''"'- '
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ROGER B IRWIN ESQ ~ ~~-;;-- ,r. r '"'~~ ~}~'
60 W POMFRET ST ~~''`
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE ;
REV-1547 EX AFP (12-09) r
DATE 09-27-2010
ESTATE OF HALL BETTY J
DATE OF DEATH 01-01-2010
FILE NUMBER 21 10-0017
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-- --
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HALL BETTY JFILE N0.:21 10-0017 ACN: 101 - ---------------
-
OR
DATE: 09-27-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 143, 500.00 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) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,7 28.0 0
6. Jointly Owned Property (Schedule F) C6) 12, 978.08
7. Transfers (Schedule G) C7) 660.29
8. Total Assets C8) 161 , 866.37
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14.17 7.5 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,0 3 9.4 4
11. Total Deductions C11) 16, 216.98
12. Net Value of Tax Return C12) 145,649.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 145,649.39
NOTE: If an assessment was issued previauslY, 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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 45.649 _ 39 x 045 = 6,554.22
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (187 .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 6,554.22
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-31-2010 CD012550 263.16 5,000.00
07-26-2010 CD013101 .00 1,226.51
INTEREST IS CHARGED THROUGH 10-12-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 6,489.67
BALANCE OF TAX DUE b4.55
INTEREST AND PEN. .O8
TOTAL DUE 64.63
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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