HomeMy WebLinkAbout11-08-10NOTICE OF INHERITANCE TAX pennsylvan~a r
BUREAU OF INDIVIDUAL TAXES ~~~~~~~~T`~- ~~LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE r
.. .
INHERITANCE TAX DIVISION - ~~-DEII~C~'tbF~"~ AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ~~~.~., i~..,;',"{ ~~,;, ;, ,
HARRISBURG PA 17128-0601 ~ '
~~~~~~~ _8 ~~~ ~~ ~~ DATE 11-01-2010
ESTATE OF MURTOFF BERTHA W
DATE OF DEATH 06-04-2010
~,~~~~ ~~ FILE NUMBER 21 10-0630
Q~ipN~;~I~J vQ~}~f ~
ROGER B IRWIN ESQ ~~~t'~I~~'I ~?~ ,"-.~\~~i f~i~; ~~~~ COUNTY CUMBERLAND
ACN 101
60 W POMFRET ST
C A R L I S L E P A 17 013 APPEAL DATE: 12-31-2010
( See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL _RETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-- _ ___ ___ _______
--~
ONG THIS LINE
- -
REY-15 _
_
47 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MURTOFF BERTHA WFILE N0 .:21 10-0630 ACN: 101 DATE: 11-01-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1.
2.
3.
4.
5.
6.
7. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
Stocks and Bonds (Schedule B) C2) ,Q 0 credit to your account,
.0 0 submit the upper portion
Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
Mortgages/Notes Receivable (Schedule D) C4) •~ ~ tax payment.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 78, 1$2. O1
Jointly Owned Property (Schedule F) (6) .0 0
Transfers (Schedule G) (7) .0 0
c8) 78 , 182.01
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5,510.6 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,07 7.12
C11) 6,5$7.78
11. Total Deductions 23
594
71
12. Net Value of Tax Return C12) .
,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 71,594.23
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 .
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) •0 ~ X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 71 , 594 _ ?_3 x 045 = 3, 221.74
17. Amount of Line 14 at Sibling rate t17) _ nD X 12 ~ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
19. Principal Tax Due C19)= 3,221.74
TAY f'R FP T TC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-30-2010 CD013276 161.09 3,060.65
TOTAL TAX PAYMENT 3,221.74
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), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
___