HomeMy WebLinkAbout10-22-10NOTICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES APPRA:ISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF Il~DUCTION$ AND ASSESSMENT OF TAX "'~
REV-15G7 EX AFP C12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
-~~,
~ DATE 10-19-2010
~~ - ~ `° ~
` ` "°° ~' ESTATE OF HOWE SR GEORGE W
DATE OF DEATH 02-15-2010
''' FILE NUMBER 21 10-0284
r ` ~~- ~ ~~~~
~ COUNTY CUMBERLAND
KURT A GARDt~E~R _ - -
- ;- ACN 101
109 W MAIN Srt`~. APPEAL DATE: 12-1 8-2010
E P H R A T A P A 17 5 2 2 (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 ---! R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS ~--
-
_
REY-1547 EX AFP C12-09~
NOTICE OF INHERITANCE _
_
TAX APPRAISEMENT, ALLOWANCE _______________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOWE SR GEORGE WFILE N0 .:21 10-0284 ACN: 101 DATE: 10-19-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule .0 0
C) C3) submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) t4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 8 3,4 5 5.0 5
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 893.73
8. Total Assets (8) 84 , 348.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10.08 9.0 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6 2.3 7
11. Total Deductions (11) 10, 151 .41
12. Net Value of Tax Return (12) 74, 197.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 74, 197.37
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 74 , l 97 _'~7 x 045 = 3, 338 .88
17. Amount of Line 14 at Sibling rate (17) _D D X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 3,338.88
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-19-2010 CD012641 166.94 3,200.00
10-12-2010 REFUND .00 28.06-
TOTAL TAX PAYMENT 3,338.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TDTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS.
~~