HomeMy WebLinkAbout10-08-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TaxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - •~,A.F-_-DEDUD.T~Q~I+t~ AND ASSESSMENT OF TAX
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REV-1547 IX AFP (12-09)
DATE 10-04-2010
ESTATE OF RUDBERG THEODORE
DATE OF DEATH 07-28-2008
FILE NUMBER 21 08-0819
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-03-2010
(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 C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RUDBERG THEODORE FILE N0.:21 08-0819 ACN: 101 -----------------
OR
DATE: 10-04-2010
TAX RETURN wAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 409, 780 .40 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 44, 321 .29 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) . 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) (5) 35,592.23
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 270,980.71
8. Total Assets c8) 7b0 , 674.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6 0,8 0 4.10
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 94,275.03
11 . Total Deductions (11) 155, 079.13
12. Net value of Tax Return (12) 605,595.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts tSchedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 605,595.50
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 (16) .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate t17) .OD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 605,595.50 X 15 = 90,839.33
19. Principal Tax Due C19)= 90,839.33
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-28-2008 (0010467 4,315.79 82,000.00
04-28-2009 (0011175 .00 4,523.54
TOTAL TAX PAYMENT 90,839.33
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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