HomeMy WebLinkAbout10-08-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 28D601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
QF ~7_E~UCT.IQHS,~~1ND ASSESSMENT OF TAX
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JAMES D BOGAR ~/~~~,~ '~.' 1,,~r„
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SHIREMANSTOWN PA 17011
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 09-20-2010
ESTATE OF WOLFE JEAN A
DATE OF DEATH 03-25-2010
FILE NUMBER 21 10-0355
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-19-2010
(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 E--
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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: WOLFE JEAN AFILE N0.:21 10-0355 ACN: 101
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OR
DATE: 09-20-2010
TAX RETURN WAS: C~() 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) 290, 123.03
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 290 , 123.03
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 8.01 5.7 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11 . Total Deductions C11) 28, 015.75
12. Net Value of Tax Return C12) 262, 107.28
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 262, 107.28
NOTE: If an assessment was is-sued 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 tine 14 at Spousal rate C15) .00 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 X 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 262, 107.28 X 15 = 39,316.09
19. Principal Tax Due C19)= 39,316.09
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-22-2010 CD012960 1,965.80 37,350.29
TOTAL TAX PAYMENT 39:316.09
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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