HomeMy WebLinkAbout11-29-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 'APP~RAISE_M.ENT-,:^ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ .OF Ij~DUETr'IONS AND ASSESSMENT OF TAX
PO BOX 280601 i :_ '.. ~ ~; ; _; , ~ ,
HARRISBURG PA 17128-0601
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DAVID H RADCLIF~~~`~~ ', ,, ~, - .~` ~t',
1011 MUMMA RD STE 201
LEMOYNE PA 17043
cl) .00
~2) 634, 155.63
C3) .00
C4) .00
cs) 45, 371.18
C6) 4,417.00
C7) 19, 169.76
CUT ALONG THIS LINE ~ __RETAIN_LOWER-PORTION FOR YOUR RECORDS ~
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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 0F: BERULIS NELL MFILE N0.:21 09-1168 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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~
DEPARTMENT OF REVENUE r
REV-1547 IX AFP (12-04)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 703, 113.57
C9) 37 , 277.60
Clo) 10,378.79
C11) 47,b56.39
11. Total Deductions 1$
457
655
12. Net Value of Tax Return C12) .
,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
Subject to Tax
t
f E
t
V
l C14) 655,457.18
14. a
e
ue o
s
a
Net
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 1,8 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) _0 0 x 04 5 = .0 0
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) 655,457.18 X 15 = 98,318.58
19. Principal Tax Due (19)= 98, 318.58
TAY f RFnTTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-12-2010 CD012467 4,842.11 92,000.00
09-13-2010 CD013339 .00 1,476.72
DATE 11-15-2010
ESTATE OF BERULIS HELL M
DATE OF DEATH 12-13-2009
FILE NUMBER 21 09-1168
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-14-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 98,318.83
BALANCE OF TAX DUE .25CR
INTEREST AND PEN. .00
TOTAL DUE .25CR
* 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. -7~y~
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