HomeMy WebLinkAbout10-01-10NOTICE OF INHERITANCE TAX
"' ~j`•'APQR~lI'~~~~N~~. ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES i" _~, ~~
INHERITANCE TAX DIVISION r, ,- QF_' DED~UC;T;~ONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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HBG PA 17111
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 09-27-2010
ESTATE OF POPP EMIL J
DATE OF DEATH 04-27-2010
FILE NUMBER 21 10-0518
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 ASSESS MENT OF TAX
ESTATE OF: POPP EMIL JFILE N0.:21 10-0518 ACN: 101 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) (1) 82, 079 • 27 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) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4 $,0 3 3.4 8
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 130 , 112.75
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) (9) 2 3,0 78.4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4 9 5.2 9
11. Total Deductions (11) 23,573.69
12. Net Value of Tax Return (12) 106,539.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 106,539.Ob
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) _0 d x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) 35 , 51 3 _ 0? X 12 = 4, 261.56
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 71 , 026.04 X 15 = 10 , 653.91
19. Principal Tax Due (19)= 14:915.47
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-19-2010 CD013068 745.77 14,169.70
TOTAL TAX PAYMENT 14,915.47
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.