HomeMy WebLinkAbout10-15-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
-'~-%fi~'~~?'R'/CT'S~SIotEI~Tr`~~;}~LLOWANCE OR DISALLOWANCE
_ OF DEpUCTI,~NS AND ASSESSMENT OF TAX
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STEPHEN J HOGG "~L~'~f -'-~'
19 S HANOVER ST STE 101
CARLISLE PA 17013
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DEPARTMENT OF REVENUE
RE`/-1547 E7C AFP (12-09)
DATE 10-11-2010
ESTATE OF BAUM BEULAH L
DATE OF DEATH 11-05-2009
FILE NUMBER 21 09-1056
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-:10-2010
(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 !~
------------------------ ------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAUM BEULAH LFILE N0.:21 09-1056 ACN: 101
-----------------
OR
DATE: 10-11-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
(2) ,0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 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) 11,102.57
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 113, 000.00
(8) 124 , 102.57
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 9,9 91.18
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,5 91.3 2
(11) 16,582.50
11. Total Deductions 520.07
107
12. Net Value of Tax Return C12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
t to Tax
S
bj
t
f E
t (14) 107,520.07
14. ec
e
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a
Net Value o
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 107.520.07 X 045 = 4,838.40
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 (19)= 4,838.40
TAY CRFi1TTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-05-2010 CD012328 210.53 4,000.00
08-05-2010 CD013170 .00 838.40
TOTAL TAX PAYMENT 5,048.93
BALANCE OF TAX DUE 210.53CR
INTEREST AND PEN. .00
TOTAL DUE 210.53CR
* 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 FORhI FOR INSTRUCTIONS. ~.r~
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