HomeMy WebLinkAbout11-29-10NOTICE OF INHERITANCE TAX pennsylvan~a ~
N- ,~~plR~'IS~EI-I~~NT~'#`= ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES -~ - '
INHERITANCE TAX DIVISION _ ~`, ~; {}~, DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ; '~~'~.' ~ _ `~ ~ .
HARRISBURG PA 17128-0601
2~1~ ~'~~ ~(~ ~~,,~i i. ~;~ DATE 11-15-2010
ESTATE OF RAE GEORGE R
DATE OF DEATH 10-30-2009
~r_~`~';, ~';',..~ FILE NUMBER 21 09-1079
~~^'~' `' ' ~ COUNTY CUMBERLAND
THOMAS RAE `~'~-~'~ •^~' - ~~' ACN 101
114 N PRINCE ST APPEAL DATE: 01-14-2011
S H I P P E N S B U R G P A 17 2 5 7- 1318 (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 C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RAE GEORGE RFILE N0.:21 09-1079 ACN: 101 DATE: 11-15-2010
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)
~1? 112, 170.00
C2) 210 , 910.65
c3) .00
c4) .00
c5) 228, 903.84
c6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c8) 551 , 984 .49
c9) 23 , 800.36
clo) 6,206.63
11. Total Deductions X11) 30,006.99
12 . Net Value of Tax Return ~ 12) 521 , 977.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 2 6,0 9 8.8 8
14 Net Value of Estate Subject to Tax (14) 495,878.62
.
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 (16) 495. $78 _ 62 X 045 = 22, 314.54
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 C19)= 22, 314.54
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-30-2010 CD013134 .00 22,314.54
TOTAL TAX PAYMENT 22,314.54
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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