HomeMy WebLinkAbout10-15-10NOTICE OF INHERITANCE TAX
• - ~..~-,~-'~ ~F~PR~ATS°~MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~_+,~
INHERITANCE TAX DIVISION _' OF D;~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - •~; _
HARRISBURG PA 17128-0601
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PO BOX 11963
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DEPARTMENT OF REVENUE
RE:V-1547 Ex AFP {12-09)
DATE 10-11-2010
ESTATE OF CLYMER DOROTHY H
DATE OF DEATH 01-22-2010
FILE NUMBER 21 10-0113
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-10-2010
(See reverse side under OE jections)
Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --i 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: CLYMER DOROTHY HFILE N0.:21 10-0113 ACN: 101
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OR
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) (1) 315, 000.00 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) (3) . 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) 3,28 7.6 9
6. Jointly Owned Property (Schedule F) (6) 39, 159.23
7. Transfers (Schedule G) C7? 102, 566.07
8. Total Assets {8) 460 , 012.99
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10,7 9 5.16
10. Debts/Mortgage Liabilities/Liens (Schedule I) {10) 5,7 5 5.3 3
11. Total Deductions (11) 16,550.49
12. Net Value of Tax Return (12) 443,462.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax {14) 443,462.50
NOTE: If an assessment was issued previously, lines 14, 15 andlor 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 t16) 443.46?. SO X 045 = 19, 955.81
17. Amount of Line 14 at Sibling rate {17) _ n0 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .0 0
19. Principal Tax Due (19•x= 19,955.81
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID {-) AMOUNT PAID
03-26-2010 CD012523 985.50 18,724.59
08-09-2010 CD013187 .00 245.71
10-04-2010 SBADJUST .00 .O1
TOTAL TAX PAYMENT 19,955.81
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" {CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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