HomeMy WebLinkAbout12-17-10NOTICE OF INHERITANCE TAX
'' ` A`~P~trAI;,9,E~~IT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES _
INHERITANCE TAX ~IV1S1oN - , ~;~ :~-OF~, D, ~U. TIONS AND ASSESSMENT OF TAX
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10 W HIGH ST
CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 12-13-2010
ESTATE OF VITT LAURA B
DATE OF DEATH 09-29-2009
FILE NUMBER 21 09-1009
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 SWUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS ~--
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REY-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: VITT LAURA BFILE N0.:21 09-1009 ACN: 101
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OR
DATE: 12-13-2010
TAX RETURN WAS: c X) ACCEPTED AS FILED c ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate cSchedule A) cl) •0 0 NOTE: To ensure proper
2. Stocks and Bonds cSchedule B) c2) •0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest cSchedule C) c3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) c4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property cSchedule E) C5) 16,425.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) c7) 92, 607.99
8. Total Assets c8) 109 , 032.99
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses cSchedule H) C9) 5.8 2 5.0 0
10. Debts/Mortgage Liabilities/Liens cSchedule I) c10) 4 4 4.12
11. Total Deductions (11) 6,269.12
12. Net Value of Tax Return C12) 102 r 763.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts cSchedule J) c13) .0 0
14. Net Value of Estate Subject to Tax c14) 102, 763.87
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) .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate c18) 102,763.87 X 15 = 15,414.58
19. Principal Tax Due c19)= 15,414.58
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT c+)
INTEREST/PEN PAID c-)
AMOUNT PAID
12-21-2009 CD012127 67b.32 12,850.00
10-08-2010 CD013467 15.18- 1,903.44
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-09-2010
TOTAL TAX PAYMENT 15,414.58
BALANCE OF TAX DUE .00
INTEREST AND PEN. 5.80
TOTAL DUE 5.80
* 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.