HomeMy WebLinkAbout10-01-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ;
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INHERITANCE TAX DIVISION ~ "{~~,::'~Ell'~'C~IONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 ~ ~ ~ "' ~~ ` ~~"~' ~''`
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ANTHONY L DELUC~~~,--~,~,.':~_,.,+~, `~~~'~ ~,~,
113 FRONT ST
PO BOX 358
BOILING SPRINGS PA 17007
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09) r
DATE 09-27-2010
ESTATE OF FOLCOMER CHARLES R
DATE OF DEATH 05-12-2010
FILE NUMBER 21 10-0535
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 (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FOLCOMER CHARLES RFILE N0.:21 10-0535 ACN: 101 -----------------
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) (1) 155, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 135.0 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) t4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4 0,4 0 5.11
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 2b,866.94
8. Total Assets (8) 222,407.05
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 12,5 0 3.9 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6 98.28
11. Total Deductions C11) 13,202.23
12. Net Value of Tax Return (12) 209,204.82
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 209,204.82
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 d ate.
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 C 16) 209 , 2(14 _ 82 x 045 = 9 , 414 .22
17. Amount of Line 14 at Sibling rate C17) _~ 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 lax Due (19)= 9,414.22
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-27-2010 CD013105 470.71 8,943.51
TOTAL TAX PAYMENT 9,414.22
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. _
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