HomeMy WebLinkAbout10-01-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ~~ ~'°~:
INHERITANCE TAX DIVISION '' - ~~' DED~1 rI`ONS AND ASSESSMENT OF TAX
PO BOX 280601 , _._ „ `. . ', `;:
HARRISBURG PA 17128-0601 ~~--~'~~'~~-~^' -'~~ •°'-• -
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WORMLEYSBURG PA 17043
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DEPARTMENT OF REVENUE
REY-1547 IX AFP (12-09) ,
DATE 09-27-2010
ESTATE OF DEEDS JACQUELIN M
DATE OF DEATH 10-17-2009
FILE NUMBER 21 10-0131
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-2b-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- ~ --
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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: DEEDS JACQUELIN MFILE N0.:21 10-0131 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) •0 0 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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property tSchedule F) (6) 11 , 884.60
7. Transfers (Schedule G) C7) 42, 116.56
8. Total Assets c8) 54,001.16
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 5.2 0 6.4 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 19, 184.98
11. Total Deductions C11) 24,391.46
12. Net Value of Tax Return C12) 29, 609.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 29, 609.70
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 29 , 609 _ 70 X 045 = 1 , 332.44
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .00
19. Principal Tax Due C19)= 1 , 332.44
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-19-2010 CD013076 .00 1,332.44
09-20-2010 SBADJUST .00 .29
TOTAL TAX PAYMENT 1,332.44
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.
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