HomeMy WebLinkAbout12-17-10,. ,. ,,;.,~.,. _,~ ,,_ ,r ,,~~,OTICE OF INHERITANCE TAX
- ~ .," A~PP'1~~4~MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXESr-,.. ,
-%~~ - O~if DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ,~ ~~:~ ; ~; i ~.~ „~ ,l
PO BOX 280601
HARRISBURG PA 17128-0601
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1104 FERNWOOD AVE
CAMP HILL PA 17011
C1) 157,200.00
c2) .00
c3) .00
c4) .00
c5) 143, 908.35
c6) 18, 630.97
C7) 29,309.46
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS E-
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOURDETTE BARBARA SFILE N0.:21 10-0777 ACN: 101 DATE: 12-13-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C )O CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~ ~ ~.
DEPARTMENT OF REVENUE t
REV-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 349 , 048.78
c9) 7 , 686.65
clo) 825.72
11. Total Deductions X11) 8,512.37
12. Net Value of Tax Return X12) 340,536.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14 Net Value of Estate Subject to Tax (14) 340,536.41
.
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) 340 , 536 _ 4l X 045 = 15, 324.14
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 ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due c19)= 15, 324.14
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-06-2010 CD013458 699.14 13,283.58
PAYMENT MUST BE MADE BY 04-25-2011*.
TOTAL TAX PAYMENT 13,982.72
BALANCE OF TAX DUE 1,341.42
INTEREST AND PEN. .00
TOTAL DUE 1,341.42
* 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.
DATE 12-13-2010
ESTATE OF BOURDETTE BARBARA S
DATE OF DEATH 07-25-2010
FILE NUMBER 21 10-0777
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-11-2011
(See reverse side under Objections
Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~'~~
REV-1470 EX (Ot-10) j y
1
~ peC111S~/~Vc~l'llc~ INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
Po BoX 28oso1
H I PA 17 8-060
DECEDENT'S NAME FILE NUMBER
Barbara S. Bourdette 2110-0777
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO.
G
EXPLANATION OF CHANGES
The IRA is fully taxable as the decedent is the primary owner and the transferee is a
beneficiary not a joint owner.
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