HomeMy WebLinkAbout11-12-10NOTICE OF INHERITANCE TAX
~~, ,--- - -- 7- ~RAISEMENT, ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISI`p17 :, ~ - , ~ ;~ OF DEDUCTIONS AND ASSESSMENT OF TAX
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NEW CUMBERLAND PA 17070
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DEi'ARTMENT OF REVENUE
REV-1547 EX AFP (12-04)
DATE 11-08-2010
ESTATE OF BRANDY DONALD R
DATE OF DEATH 04-25-2010
FILE NUMBER 21 10-0917
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-07-2011
(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 F-r-
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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 DONALD RFILE N0.:21 10-0917 ACN: 101
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OR
DATE: 11-08-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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) C2) ,Q Q credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) C5) .0 0
6. Jointly Owned Property (Schedule F) C6) 15, 160 .44
7. Transfers (Schedule G) C7) 35, 081.10
8. Total Assets C8) _ 50 , 241 .54
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 7.7 5 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 38 2.38
11. Total Deductions C11) _ 8, 137.3$
12. Net Value of Tax Return C12) _ 42, 104. lb
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) _ .0 0
14. Net Value of Estate Subject to Tax C14) _ 42, 104.16
NDTE: 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 C15) .0 0 X 0 0 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C 16) 42 . 1 D4 _ 16 X 045 '= 1 , 894.69
17. Amount of Line 14 at Sibling rate C17) .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 C19) - 1 , 894.69
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-02-2010 CD013300 .00 1,894.69
TOTAL TAX PAYMENT 1,894.69
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.
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