HomeMy WebLinkAbout10-22-10NOTICE OF INHERITANCE TAX pennsyLvania ~ Y.
BUREAU OF INDIVIDUAL TAXES APPRA,ISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTI~D!NS AND ASSESSMENT OF TAX
REV-1547 EX AFP (12-09)
PO BOX 280601
HARRISBURG PA 17128-0601 _
DATE 10-19-2010
' ~ - • ~ ~-~- ~ 3 a ! ° ~~~~ ESTATE OF FLORID LINDA
DATE OF DEATH 03-08-2010
(,,;1_~ =!' ; '': FILE NUMBER 21 10-0509
'~ -~-- ~ ~ ~- COUNTY CUMBERLAND
EDMUND G MYERS { ~~ "~ ` ~-' ' ` ~' ACN 101
301 MARKET ST ~~`~~~ APPEAL DATE: 12-18-2010
P O BOX 10 9 (See reverse side under Objections
LEMOYNE PA 17043-0109 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 E- _ _ _________ _
REY-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: FLORID LINDA FILE N0.:21 10-0509 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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
cl) .00
c2) .00
c3) .00
c4) .00
C5) 543, 235.06
c6) 4,470.29
C7) 237, 025.24
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c8) 784, 730.59
C9) 42,763.46
clo) 424.00
11. Total Deductions C11) 43, 187.46
12. Net Value of Tax Return C12) 741 , 543.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 741 , 543.13
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 C16) 741. 54? _ 1 3 X 045 = 33, 369.44
17. Amount of Line 14 at Sibling rate t17) _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 t19)= 33,369.44
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-02-2010 CD012842 1,315.79 25,000.00
07-29-2010 CD013128 .00 7,053.65
TOTAL TAX PAYMENT 33,369.44
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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