HomeMy WebLinkAbout11-08-10BT,k,6~.~~O.F;.;INk~ERITANCE TAX
APPRAIS MENTr- A~LLt~~W~h~C~`'~OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OF DEI~t~t~Qjl!4~ :`~!-N'n;~{A5'SESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
(1) .00
(2) .00
(3) .00
(4) .00
(5) 4,249.32
(6) 135, 301.26
(~) 40, 145.00
~~0~®I~ -8 P~ 2:D~~E 11-01-2010
ESTATE OF STROUP BARBARA K
~~~~K ~~ DATE OF DEATH 12-03-2009
4~P~AP~'C i~t~' IRT FILE NUMBER 21 09- 1141
~~~~i'ac~i' ~;." " , (`~('~ ~OUNTY CUMBERLAND
~ ~,_:~,_ ~L..~ ~.~~~
MARK A MATEYA ESQ ~ ACN 101
55 W CHURCH AVE APPEAL DATE: 12-31-2010
C AR L I S L E P A 17 013 (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~- _ _______________
REV-1547 EX AFP^C12-091 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STROUP BARBARA KFILE N0.:21 09-1141 ACN: _101 DATE: 11-01-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule 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 (Schedule I)
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pennsylvania `~ r
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8) 179, 695.58
(9) 13, 687.57
(lo) 967.16
C11) 14, 654.73
11. Total Deductions 040 .85
1b5
12. Net Value of Tax Return (12) ,
0 0
0 0 0
5
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
:
14. Net Value of Estate Subject to Tax C14) 160, 040 .85
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
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
02-24-2010 CD012387 331.58
08-31-2010 CD013284 .00
TOTAL TAX PAYMENT 7,306.85
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE 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.
C15) .00 X 00 = .00
(16) 159.040.85 x 045 = 7,156.84
c17) .0o x 12 = .00
(18) 1,000.00 X 15 = 150.00
c19)= 7,306.84
AMOUNT PAID
6,300.00
675.27