HomeMy WebLinkAbout12-10-10BUREAU OF INDIVIDUAL TAXES
INNERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
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200 S SPRING GARDEN S
CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 12-06-2010
ESTATE OF STEAGER IDA L
DATE OF DEATH 06-30-2010
FILE NUMBER 21 10-0764
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
--~ R_ETA_IN LOWER POR_TION_ FOR YOUR
CUT ALONG THIS LINE RECORDS ~ _ ______________
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REV-1547-EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE 0F: STEAGER IDA LFILE N0.:21 10-0764 ACN: 101 DATE: 12-Ob-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 106,837.50 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) t4) •0 0 tax payment.
5. Cash/Bank DepositslMisc. Personal Property (Schedule E) t5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets t8) 106 , 837 .50
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 9 7 5.0 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,34 3.24
11 . Total Deductions C11) 5, 318 .26
t 12) 1 O 1 , 519 .24
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) t13) .0 0
14. Net Value of Estate Subject to Tax (14) 101 , 519.24
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 D1 .519. 4 X 045 = 4,568.37
17. Amount of Line 14 at Sibling rate C17) . DO X 12 . 00
18. Amount of Line 14 taxable at Collateral/Class B rate t18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 4,56$.37
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID t-)
AMOUNT PAID
09-29-2010 CD013429 228.42 4,568.37
TOTAL TAX PAYMENT 4,796.79
BALANCE OF TAX DUE 228.42CR
INTEREST AND PEN. .00
TOTAL DUE 228.42CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" tCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.