HomeMy WebLinkAbout10-22-10_ -'..- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPR~C;YSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE rAx orvlsloN OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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DEBRA K WA~~L"~'t
24 N 32ND ST
CAMPHILL PA 17011
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DEPARTMENT OF REVENUE i
REV-1547 EX AFP (12-09)
DATE 10-19-2010
ESTATE OF RICHTER ELIZABETH C
DATE OF DEATH 11-01-2009
FILE NUMBER 21 09-1106
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 _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-~- _
REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RICHTER ELIZABETH (FILE N0.:21 09-1106 ACN: 101 _____________ _
OR -
DATE: 10-19-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 154,523.56 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) 36, 180.20 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,981.2 2
6. Jointly Owned Property (Schedule F) (6) 14,254.22
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 206 , 939.20
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4.912.12
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,9 0 5.11
11. Total Deductions (11) 6,817.23
(12) 200, 121 .97
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 200, 121.97
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) 00 . ] 1 .97 x 045 = 9, 005.49
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18, Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 9, 005.49
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-01-2010 CD012317 315.79 6,000.00
08-03-2010 CD013163 .00 2,689.70
10-12-2010 SBADJUST .00 .59
TOTAL TAX PAYMENT 9,005.49
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.