HomeMy WebLinkAbout10-22-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRA~ISE.MENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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CHRISTOPHER E ;.RtC;E ;~
10 E HIGH ST
CARLISLE PA 17013
Pennsylvania ~ ,
DEPARTMENT OF REVENUE
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REV-1547 EX AFP (12-09)
DATE 10-19-2010
ESTATE OF BRANDY JEAN A
DATE OF DEATH 03-17-2010
FILE NUMBER 21 10-0851
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
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS E'-
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRANDY JEAN AFILE N0.:21 10-0851 ACN: 101
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OR
DATE: 10-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) 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 C) (3? .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) t5) 2,117.2 5
6. Jointly Owned Property (Schedule F) (6) 76, 349.70
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 78 , 466.95
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 10,911.2 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 19,655.22
11. Total Deductions (11) 30,566.51
12. Net Value of Tax Return C12) 47,900.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 47, 900 .44
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 (16) 47.900 .44 x 045 = 2, 155.52
17. Amount of Line 14 at Sibling rate (17) _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 (19)= 2, 155.52
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-17-2010 CD013218 .00 3,040.00
TOTAL TAX PAYMENT 3,040.00
BALANCE OF TAX DUE 884.48CR
INTEREST AND PEN. .00
TOTAL DUE 884.48CR
* 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.