HomeMy WebLinkAbout12-03-10NOTICE OF INHERITANCE TAX pennsylvan~a ~
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A~''P~A;~I'~EM~NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE f
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BUREAU OF INDIVIDUAL TAXES ~ ..~ '
INHERITANCE TAX DIVISION ;'~_• pF DED.~CTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (12-09)
PO BOX 280601 - ~ `'~ `-~ ' -- ~ ... _
HARRISBURG PA 17128-0601
~~9~ ~~~ _^~ ~~~ ~~~ ~~ DATE 11-29-2010
ESTATE OF ROSEBERRY NORA A
,-rte DATE OF DEATH Ob-18-2010
~~-`-'-'~` ~~~ FILE NUMBER 21 10-0957
~~~~~`~',~~''~lS ~~i.;~~'~' CUMBERLAND
'-+a p~^r;~ •. F. ~r-, ,-,~~, COUNTY
RONALD D ROSE~E'RF~-~`f-- ~-'~-'~~.-' •._:i.'., P..~, ACN 101
b121 SAWGRASS CAT APPEAL DATE: 01-28-2011
H A R R I S B U R G P A 17111- 012 3 (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: ROSEBERRY NORA AFILE N0.:21 10-0957 ACN: 101 _______________
OR
DATE: 11-29-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 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) (3) .0 0 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) .0 0
6. Jointly Owned Property (Schedule F) C6) 54, 751.00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 54 , 751.0 0
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9,9 3 1.9 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,2 4 b.9 3
(11) 14, 178.90
11. Total Deductions 573.00
40
12. Net Value of Tax Return (12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 40,573.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or lb, 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) .00 X 00 = .00
16. Amount of Line 14 taxable at LineallClass A rate (16) 40 .573.00 x 045 1 , 825.00
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 (19 )= 1,825.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-17-2010 CD013370 91.25 1,825.00
TOTAL TAX PAYMENT 1,91b.25
BALANCE OF TAX DUE 91.25CR
INTEREST AND PEN. .00
TOTAL DUE 91.25CR
* 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. 'r~~
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