HomeMy WebLinkAbout11-29-10{.,`_,_,,,..,.,_~ r-.,:~-NQT~,~E OF INHERITANCE TAX pennsylvan~a ~
APp.IeA'ISEME~1''~, ALLOWANCE OR DISALLOWANCE DERARTMENTOFREVENUE :
BUREAU OF INDIVIDUAL TAXES ~~~~~~~~~
INHERITANCE TAX DIVISION j~:` , _, Q~ .D'~~1U~TIONS AND ASSESSMENT OF TAX REV-1547 IX AFP C12-04)
PO BOX 280601
HARRISBURG PA 17128-Ob01
~~ ~ ~ ~~~ ~ ~ ~' ~!: ~ ~ DATE 11 - 15 - 2010
ESTATE OF BACHMAN BETTY L
~E ~~~\ rr- DATE OF DEATH 12-17-2009
"r^,..,~~",r,"h ~;~~ ,-r- FILE NUMBER 21 10-0031
~~ ~ ~ ~~ ` `~" ~~ ~ CUMBERLAND
rl F~ ~~~, -~ , .`_R COUNTY
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JENNIFER B HIPP`"J ~ '~ `-" " ~"" _ ~ "~` ACN 101
1 WEST MAIN ST APPEAL DATE: 01-14-2011
S H I R E M A N S T O W N P A 17 011 (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 ~--- _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BACHMAN BETTY LFILE N0.:21 10-0031 ACN: 101 _______________
OR
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) 503, 629.50 NOTE: To ensure proper
C2) ,0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .0 0
C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) 103,550.74 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 1 , 199, 345.30
c8) 1 , 806 , 525.54
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Misc. Expenses (Schedule H) C9) 7 5,4 6 2.5 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
C11) 75,462.52
11. 7ota1 Deductions 063.02
731
1
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 C14) 1 , 731 , 063.02
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) , 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .7;1 , 063.02 x 045 77, 897 .84
17. Amount of Line 14 at Sibling rate C17) .Ofl 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 )= 77,897.84
TAY f`T1GilTTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-10-2010 CD012434 1,842.11 35,000.00
09-17-2010 CD013369 .00 41,055.73
TOTAL TAX PAYMENT 77,897.84
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 ~ •:--~~