HomeMy WebLinkAbout12-10-10,~.r,,ti ~ NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ±`~ ? t"0 _~''IafJD ~~~ ~NS AND ASSESSMENT OF TAX
PO BOX 280601 `Vr 'rt.,w;,
HARRISBURG PA 17128-0601
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BARBARA JO ENTWI~TL"'~'~''° ~'~r~Y~~ ~1~~„ PAS
66 W MIDDLE ST
GETTYSBURG PA 17325
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DEPARTMENT OF REVENUE ,
REV-1547 IX AFP (12-09)
DATE 12-06-2010
ESTATE OF THOMPSON JEANNE C
DATE OF DEATH 01-15-2010
FILE NUMBER 21 10-0133
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-04-2011
(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 -~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: THOMPSON JEANNE (FILE N0.:21 10-0133 ACN: 101
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OR
DATE: 12-06-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 105, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,0 0 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3) .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) .0 0
6. Jointly Owned Property (Schedule F) (6) 1 0 , 110.17
7. Transfers (Schedule G) C7) .0 0
8. Total Assets c8) 115, 110.17
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 19,0 2 2.4 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 5 3.2 4
11. Total Deductions C11) 19, 075.72
12• Net Value of Tax Return C12) 96, 034.45
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 96, 034.45
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) 96. 034.4 x 045 = 4,321.55
17. Amount of Line 14 at Sibling rate C17) __ .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 4,321.55
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-07-2010 CD013462 .00 4,321.55
TOTAL TAX PAYMENT 4,321.55
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.
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