HomeMy WebLinkAbout10-15-10--. ~~- -- - ~~3-T-ICE-.-~UF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APP'R'AI'S`~MEM~,1~~~ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ .::~F "D~~DUCTInNS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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DAVID M WATTS JR ESQ
100 PINE ST
PO BOX 1166
HBG PA 17108-1166
~1) 272, 000.00
c2) 756, 039.30
c3) .00
c4) .00
~5) 182, 510.12
c6) .00
c7) 4 , 163.83
CUT ALONG THIS LINE----- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _____________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE; OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TABOR NANCY SFILE N0.:21 09-0491 ACN: 101 DATE: 10-11-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsylvania ~
DEPARTMENT OF REVENUE
~~
RE`J-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 1,214,713.25
~9) 31 , 669.58
clo) 10,668.67
11. Total Deductions X11) 42,338.25
12. Net Value of Tax Return C12) 1 , 172, 375.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 1 , 172, 375.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, li-, 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) 1 , 1 7 .;74 _ 99 x 045 = 52, 756 .87
17. Amount of Line 14 at Sibling rate C17) _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)= 52,756.87
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-18-2009 CD011641 2,637.84 51,000.00
TOTAL TAX PAYMENT 53,637.84
BALANCE OF TAX DUE 880.97CR
INTEREST AND PEN. .00
TOTAL DUE 880.97CR
* 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.
DATE 10-11-2010
ESTATE OF TABOR NANCY S
DATE OF DEATH 05-20-2009
FILE NUMBER 21 09-0491
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-LO-2010
(See reverse side under Objections
Amount Remitted _~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
'° ~~ )