HomeMy WebLinkAbout10-22-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRA7SEMEh~T, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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ROBERT M NEWBURI! ~•~XEDUTOR
4518 HILLSIDE COURT
HARRISBURG PA 17110
pennsyLvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09) r
DATE 10-19-2010
ESTATE OF NEWBURY VERNA G
DATE OF DEATH 05-31-2010
FILE NUMBER 21 10-0636
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-18-2010
(See reverse side under Objections )
Amount Remitted~i
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--- _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NEWBURY VERNA GFILE N0.:21 10-0636 ACN: 101 _______________
OR
DATE: 10-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED t ) 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) t2) ,0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 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) t5) b8,043.10
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets t8) 68, 043.10
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) t9) 7.8 04.8 b
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions tll) 7,804.86
12. Net Value of Tax Return C12) 60,238.24
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) t13) .0 0
14. Net Value of Estate Subject to Tax (14) 60,238.24
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 t16) 6(l . ?~8. 4 x 045 = 2, 710 .72
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
19. Principal Tax Due C19)= 2, 710.72
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-19-2010 CD013232 135.54 2,575.18
TOTAL TAX PAYMENT 2,710.72
BALANCE OF TAX DUE .00
INTEREST AND PEN. .OD
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 OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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