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HomeMy WebLinkAbout10-01-10NOTICE Q~ INHERITANCE TAX pennsylvan~a s BUREAU OF INDIVIDUAL TAXES ~~ jI~'~M~N•T`I:~'• `LOWANCE OR DISALLOWANCE ~_,r^ ~ DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION ©~' D. DUCT~I Po Box zso6ol ~:, ~ V 4~; . ; h, ,DIMS AND ASSESSMENT OF TAX RFV-1547 EX AFP clz-o9) HARRISBURG PA 17128-0601 ~~oU Q~i - ~ ~~~ ~~,~ ~~; DATE 09-27-2010 ESTATE OF EGEBERG MARY J ~~~P'~ (;~~ DATE OF DEATH 04-26-2009 ~,. ~, ~,~ ~. f'l~~? FILE NUMBER 21 10 - 0421 ~~rrl~~~ ,~ . ~r~ ~;~-, ~~'~ COUNTY CUMBERLAND NATHAN C WOLF ESQ ~~i0. ~ ~~~'~~ ` ~'~t ~'-' ~ 4' ' ACN 101 10 W HIGH ST APPEAL DATE: 11-26-2010 C A R L I S L E P A 17 013 - 2 9 2 2 (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 E- ------------------------------------------------------------------------------------------- REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: EGEBERG MARY JFILE N0.:21 10-0421 ACN: 101 DATE: 09-27-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) 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) (4) .0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0 6. Jointly Owned Property (Schedule F) (6) 5, 285.36 7. Transfers (Schedule G) C7) 3, 786.75 8. Total Assets CS) 9, 072.11 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 3.4 0 4.4 0 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 21.5 0 11. Total Deductions C11) 3,425.90 12. Net Value of Tax Return C12) 5, 646.21 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 5, 646.21 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 a nd 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) 5 , 646 _ 1 x 045 = 254.07 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 - .0 0 19. Principal Tax Due C19)= 254.07 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 04-23-2010 CD012652 .00 250.00 07-19-2010 CDD13071 2.39- 6.46 09-20-2010 SBADJUST ,00 ,Og TOTAL TAX PAYMENT 254.07 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. . c~ ?~