HomeMy WebLinkAbout11-29-10,~_ ,NOTICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES APPI~A-I~$E+~1~NT, >lti;L,OW.ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE 1
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INHERITANCE TAX DIVISION OFr. ~p~UC~LO.NS"AI~Y7 ASSESSMENT OF TAX REV-15~'+7 EX AFP C12-09)
PO BOX 280601 ~ '- •- ._ ,
HARRISBURG PA 17128-0601
~~'f ~ ~!~~' ~,~ ~. DATE 11-15-2010
3 ~ ~~~ ~ ~~ ~M~#~ ~~' ~ ~ ESTATE OF FERGUSON JANET M
DATE OF DEATH 03-02-2009
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' ~ r;- FILE NUMBER 21 09-0384
a~~,{-y;~,•i~,.;;, ~+,-:'f;r~~ CUMBERLAND
i-~ COUNTY
JERRY A WEIGLE ESQ ~~'"~~''~ ~~-~~ ~ ~.' ' •i~ ~•j~~a ACN 101
126 E KING ST APPEAL DATE: 01-14-2011
S H I P P E N S B U R G P A 17 2 5 7 (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-- _________________
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FERGUSON JANET MFILE N0.:21 09-0384 ACN: 101 DATE: 11-15-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 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 (Schedule C) t3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5 6,6 6 7.12
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
c8) 56 , 667.12
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8.4 8 5.81
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,6 7 9.8 0
C 11) 11 , 1 b5 . 61
11 . Total Deductions 45,501.51
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 45,501.51
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 45.501 _ S1 X 045 = 2, 047.57
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 2:047.57
TAY f DGTITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-09-2010 CD013333 .00 2,047.57
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-10-2010
TOTAL TAX PAYMENT 2,047.57
BALANCE OF TAX DUE .00
INTEREST AND PEN. 64.84
TOTAL DUE 64.89
* 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 INSTRUCTION S