HomeMy WebLinkAbout10-01-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO Box 2so6a1
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APQ.R.q-~-S~~4EI~TWT,'A4L~"G,IWANCE OR DISALLOWANCE
OF D"~,1')UCTIQ~~; ,~1ND ASSESSMENT OF TAX
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JEFFREY P BOWE ESQ ~~iR.~ ~~ ~?~ ~7 ~` ' `~~,` ~i~,
PO BOX 290
109 W BROAD ST
TAMAQUA PA 18252
pennsylvan~a r
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 09-27-2010
ESTATE OF HARDING VIOLA M
DATE OF DEATH 03-05-2010
FILE NUMBER 21 10-0349
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: HARDING VIOLA MFILE N0.:21 10-0349 ACN: 101 ---------------
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OR
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) 900, 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) (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) C5) 16, 031.25
b. Jointly Owned Property (Schedule F) C6) 64, 702.88
7. Transfers (Schedule G) (7) 89,568.30
8. Total Assets cs) 1 , 070 , 302.43
APPROV ED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4 7,0 5 3.8 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5,312.4 9
11. Total Deductions (11) 52,366.35
12. Net Value of Tax Return (12) 1, 017, 936.08
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts tSchedul e J) C13) .0 0
14. Net Value of Estate Subject to Tax C 14) 1 , 017, 936.08
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 (15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 .017 .936 _ OS x 045 = 45, 807.12
17. Amount of Line 14 at Sibling rate t17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 45,807.12
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-29-2010 CD012670 2,157.89 41,000.00
07-22-2010 CDD13085 .00 2,649.24
TOTAL TAX PAYMENT 45,807.13
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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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