HomeMy WebLinkAbout10-22-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE r,ax DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
7 6
.nS -. /' -~ '. 1 a
- .-
_ -..,--
~- '~
PATRICIA'~-R '`BROWN ESQ
354 ALEXANDER SPRING RO
CARLISLE PA 17015
Pennsylvania
DEPARTMENT OF REVENUE f
REV-1547 IX AFP (12-09)
DATE 10-19-2010
ESTATE OF ANDERSON TWYLA J
DATE OF DEATH 10-31-2009
FILE NUMBER 21 09-1063
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 - - -i --RETAIN-LOWER-PORTION-FOR-YOUR
---- -- -- - - - - - - - - - - -RECORDS- E- --
- -- - - ---------------
-
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: ANDERSON TWYLA JFILE N0.:21 09-1063 ACN: 101 DATE: 10-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RET URN
1. Real Estate (Schedule A) C1) 187,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
.0 0
credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest tSchedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 95, 011.97
6. Jointly Owned Property (Schedule F) (6) 10, 128.26
7. Transfers (Schedule G) C7) 22, 708.06
s. Total Assets Cs) 315, 348.29
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 $.3 3 3.9 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9 91,9 7
11. Total Deductions (11) 29, 325.91
12. Net Value of Tax Return C12) 286, 022.38
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedu le J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 286, 022.3$
NOTE: If an assessment was issuedpreviausly, 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
19. Principal Tax Due
TAX CREDITS:
c15) .00 X 00 = .00
c16) 286 , D22 _ 38 x 045 = 12, 871 . O 1
c17) _ DD x 12 = . 00
c18) .00 X 15 = .00
c19)= 12,871.01
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-21-2010 CD012264 643.55 12,233.58
10-12-2010 REFUND .00 6.12-
TOTAL TAX PAYMENT 12,871.01
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" CCR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~~