HomeMy WebLinkAbout12-03-10 (2),__ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TA~C~S` ".~, LL;~IA'P~piR'A,~;IENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE rAX DrvISION _ ~{" "OF' DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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1 IRVINE ROW
CARLISLE PA 17013
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DEPARTMENT OF REVENUE ;'
REV-1547 EX AFP (12-09) j
DATE 11-29-2010
ESTATE OF ADAMS MARIAN M
DATE OF DEATH 09-14-2009
FILE NUMBER 21 09-0897
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-28-2011
(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 ~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ADAMS MARIAN MFILE N0.:21 09-0897 ACN: 101 __________
OR
DATE: 11-29-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 69,809.5b
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 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) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,4 0 5.7 2
6. Jointly Owned Property (Schedule F) (6) 19 8.4 2
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (8) 71 , 413.70
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,2 4 4.4 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,17 0.7 7
11. Total Deductions (11) 16,415.21
12. Net Value of Tax Return (12) 54,998.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 54,998.49
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 54.998.49 x 045 = 2,474.93
17. Amount of Line 14 at Sibling rate (17) _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)= 2,474.93
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-21-2010 CD013381 .00 2,474.93
l3ALANCt ~F UNPAID INTEREST/PENALTY AS OF 09-22-2010
TOTAL TAX PAYMENT 2,474.93
BALANCE OF TAX DUE .00
INTEREST AND PEN. 26.95
TOTAL DUE 26.95
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.