HomeMy WebLinkAbout12-10-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPr~R~AiI~SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION °~ l;~I~7a"'41~1'';I~{S AND ASSESSMENT OF TAX
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REV-1547 EX AFP (12-09)
DATE 12-06-2010
ESTATE OF CAREY DORIS D
DATE OF DEATH 06-08-2010
FILE NUMBER 21 10-0926
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: CAREY DORIS DFILE N0.:21 10-0926 ACN: 101
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OR
DATE: 12-06-2010
TAX RETURN wAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) ,Q 0 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 1,8 21.2 6
6. Jointly Owned Property (Schedule F) (6) 194, 863.00
7. Transfers (Schedule G) (7) 46,557.07
8. Total Assets (8) 243,241.33
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 19,9 8 5.39
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,4$8._00
11. Total Deductions C11) 23,473.39
t12) 219,767.94
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 219,767.94
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ?19.767.94 x 045 = 9,889.56
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)= 9,889.56
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-08-2010 CD013319 382.50 7,267.50
09-24-2010 CD013409 .00 2,239.57
TOTAL TAX PAYMENT 9,889.57
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.