HomeMy WebLinkAbout10-15-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ~w~~_ ~~~~~~ ~T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX Drv1s1oN ~OF DE i1~~TI0NS AND ASSESSMENT OF TAX
PO BOX 280601 _ _ _ ~, '
HARRISBURG PA 17128-0601 -
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EDMUND G MYERS '' `~"~
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LEMOYNE PA 17043
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REV-1547 EX AFP C12-09)
DATE 10-11-2010
ESTATE OF PURKS JOHN A
DATE OF DEATH 03-07-2010
FILE NUMBER 21 10-0296
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 SgUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE----- --~ -RETAIN LOWER PORTION FOR YOUR
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REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: PURKS JOHN AFILE N0.:21 10-0296 ACN: 101 DATE: 10-11-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RET URN
1. Real Estate (Schedule A) C1) 60, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 82, 524 . lb credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) t3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) t4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property tSchedule E) t5) 45, 912.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 188 , 436.16
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 13,7 5 9.91
10. Debts/Mortgage Liabilities/Liens (Schedule I) t10) 11 , 531 .82
11. Total Deductions C11) _ 25,291.73
12. Net Value of Tax Return C12) _ 163, 144.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) _ .0 0
14. Net Value of Estate Subject to Tax (14) _ 163, 144.43
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) .00 X 00 = .00
cls) ]15.73?.07 x 045 = 5,207.94
t17) 47.41?.36 x 12 = 5,689.48
t18) .00 X 15 = .00
C19)= 10,897.42
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID t-)
AMOUNT PAID
06-03-2010 CD012851 447.37 8,500.00
08-05-2010 CD013175 .00 1,950.05
TOTAL TAX PAYMENT 10,897.42
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" tCR), YOU MAY BE DUE
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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