HomeMy WebLinkAbout10-22-10NOTICE OF INHERITANCE TAX pennsylvan~a ~~ .
BUREAU OF INDIVIDUAL TAXES APPR1kISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION O'F DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
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RONALD WAT(~ON '', i ,~`.
7 NALRON DR
LEDGEWOOD NJ 07852
DATE 10-19-2010
ESTATE OF ANDREWS DORIS E
DATE OF DEATH 06-15-2009
FILE NUMBER 21 09-0618
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 S62UARE
CARLISLE PA 17013
CUT ALONG THIS LINE --~ __RETAIN LOWER PORTION FOR YOUR RECORDS F- ______________
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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: ANDREWS DORIS EFILE N0.:21 09-0618 ACN: 101 DATE: 10-19-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate tSchedule 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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens tSchedule I)
ci) .00
c2) 40,242.00
c3) .00
c4) .00
c5) 103, 062.00
c6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
~$) 143,304.00
c9) 7 , 943.00
clo) .00
C11) 7,943.00
11. Total Deductions 135,361.00
12. Net Value of Tax Return f12) 0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .
14. Net Value of Estate Subject to Tax C14) 135,361.00
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
14. Principal Tax Due
TAY f DGTITTC
c15) .00 x 00 = .00
c16) 135.361_00 x 045 = 6,091.00
c17) . on x 12 = . 00
c18) .00 x 15 = .00
c19)= b,091.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-09-2010 CD013192 .00 6,091.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-10-2010
TOTAL TAX PAYMENT 6,091.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 98.49
TOTAL DUE 98.49
* IF PAID AFTER DATE INDICATED, 5EE 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.