HomeMy WebLinkAbout12-17-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES A~'p~h,{SEME.~IT,, _ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -' `O~t:..'I~.EiDU~,c'T~NS AND ASSESSMENT OF TAX
PO BOX 280601 '~ i ; r- " ~ ; ~ ~ ~ ^
HARRISBURG PA 17128-0601 s~t~L ~ ~~i ',,, ~ '~~t' _ :.-.,
Pennsylvania ~
DEPARTMENT OF REVENUE
...........:
REV-1547 EX AFP t12-09)
DATE 12-13-2010
~~~~ ~J~~ f ~ P~ I~~ ~Z ESTATE OF PEARSALL BETTY T
DATE OF DEATH 04-04-2010
~~~~~ ~,~ FILE NUMBER 21 10-0657
aRPHA~1'~' C~~;~'RT COUNTY CUMBERLAND
JAMES D BOGAR ~u~y~~-~,L4~t~~~ ,~~`-} . P~ ACN 101
1 W MAIN ST APPEAL DATE: 02-11-2011
SH I REMANSTOWN PA 17 011 (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 F--
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REY-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PEARSALL BETTY TFILE N0.:21 10-0657 ACN: 101 DATE: 12-13-2010
TAX RETURN WAS: tX) ACCEPTED AS FILED t ) CHANGED
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)
tl) .00
t2) .00
t3) .00
t4) .00
t5) 18,353.16
t6) 126,733.54
t7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
L0. Debts/Mortgage Liabilities/Liens (Schedule I)
t8) 145, 086.70
t9) 24 , 107.43
clo) .00
11. Total Deductions tll) 24, 107 .43
12. Net Value of Tax Return t12) 120,979.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) .0 0
14. Net Value of Estate Sub]ect to Tax t14) 120,979.27
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 t15) ,0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate t16) 12~ , 979 .27 X 045 = 5,444.07
17. Amount of Line 14 at Sibling rate t17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te t18) ,0 0 X 15 = .0 0
19. Principal Tax Due t19)= 5,444.07
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-30-2010 CD013000 272.20 5,248.00
12-06-2010 REFUND .00 76.13-
TOTAL TAX PAYMENT 5,444.D7
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" tCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.