HomeMy WebLinkAbout10-01-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES j- ~
INHERITANCE TAX DIVISION ~ aF,._; DED;,I~~~~ONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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WILLIAM A DUNCAN ~`~~.;!~~~-?1,,~!.I'ti1`; ~_,;~ , ii".
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CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 09-27-2010
ESTATE OF BLAIN CAROLYN E
DATE OF DEATH 01-26-2010
FILE NUMBER 21 10-0106
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
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: BLAIN CAROLYN EFILE N0.:21 10-0106 ACN: 101 DATE: 09-27-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RET URN
1. Real Estate (Schedule A) C1) 475, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,0 0 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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 41,74 6.39
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 516 , 746.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14.118.2 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8,0 4 8.11
11. Total Deductions (11) 22, 166.40
12. Net Value of Tax Return C12) 494,579.99
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedu le J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 494,579.99
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date .
ASSESSMENT 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) 494.579 _ 99 X 045 = 22, 256.10
17. Amount of Line 14 at Sibling rate (17) _ OD X 12 . 00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 22,256.10
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-23-2010 CD012646 1,052.63 20,000.00
07-26-2010 CD013096 .00 1,204.10
TOTAL TAX PAYMENT 22,256.73
BALANCE OF TAX DUE .63CR
INTEREST AND PEN. .00
TOTAL DUE .63CR
* 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 DF THIS FORM FOR INSTRUCTIDNS.
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