HomeMy WebLinkAbout11-29-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APP'R-A~LSE:M~WT,'.. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ ;. OF DEDUCT~~ONS AND ASSESSMENT OF TAX
PO BOX 280601 - - .. _~ ; ,_ , , _ ,
HARRISBURG PA 17128-0601
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JOSEPH C MICHETT~~~~'r-=' ~ . ' .''~' . ~'r~~
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921 MARKET ST
TREVORTON PA 17881
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DEPARTMENT OF REVENUE
7
REV-1547 IX AFP C12-09)
DATE 11-15-2010
ESTATE OF FOYE EVELYN I
DATE OF DEATH 01-18-2010
FILE NUMBER 21 10-0144
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
CUT ALONG THIS LINE _'-~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-- _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FOYE EVELYN IFILE N0.:21 10-0144 ACN: 101 ____________
OR
DATE: 11-15-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 150, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 28, 676.16 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3) .0 0 submit the upper portion
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) (5) 3,7 2 9.6 4
6. Jointly Owned Property (Schedule F) (6) 7 , 433.76
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 189 , 839 .56
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3 9,41 6.4 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions X11) 39,416.48
12. Net Value of Tax Return (12) 150,423.08
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 150 , 423.08
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 d ate.
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 C 16) l 50 , 4 ~ . OS x 045 = 6 , 769.04
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 (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 6, 769.04
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-06-2010 CD012594 315.79 6,000.00
09-02-2010 CD013307 .00 453.26
TOTAL TAX PAYMENT b,769.05
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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. ~~