HomeMy WebLinkAbout10-22-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
--- NOTICE OF INHERITANCE TAX
A'p~-R~AISEMENT, ALLOWANCE OR DISALLOWANCE
QF DEDUCTIONS AND ASSESSMENT OF TAX
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RICHARD J~~-"~OP-PER ~~SQUIRE
PO BOX 391
WILMINGTON DE 19899-0391
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 10-19-2010
ESTATE OF BEAM CLYDE 0
DATE OF DEATH 09-27-2009
FILE NUMBER 21 09-0974
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-18-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
RETAIN_LOWER_PORTIDN FOR
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CUT ALONG THIS LINE YOUR RECORDS ~ _ _______________
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BEAM CLYDE OFILE N0.:21 09-0974 ACN: 101 DATE: 10-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
. C2) 695,825.13 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .0 0
C3) 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) .0 0
6. Jointly Owned Property (Schedule F) C6) 312, 780.32
(7) 7,415.23
7. Transfers (Schedule G)
t8) 1 , 016:020.68
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 15,2 0 3.5 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
C11) 15,203.50
11. Total Deductions 00 0 , 817.18
1
12. Net Value of Tax Return C 12) ,
6 3
6 21
b 8 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
,
14. Net Value of Estate Subject to Tax C14) 320, 195.55
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:
195
55 X 00
320
= . 00
15. Amount of Line 14 at Spousal rate C15) .
,
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 0 4 5 = .0 0
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 (18) .0 0 X 15 = .0 0
C19 )= .0 0
19. Principal Tax Due
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX PAYMENT .00
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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