HomeMy WebLinkAbout12-17-10NOTICE OF INHERITANCE TAX
BUREAU of INDxvrbt.~ij~~t~~~sj-Il~, ~f"APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX nrvlsr'oN ;. ,4,~~ ; ~, OF DEDUCTIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 12-13-2010
ESTATE OF BOOKWALTER JANET L
DATE OF DEATH 03-29-2010
FILE NUMBER 21 10-0402
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
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR
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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 OF: BOOKWALTER JANET LFILE N0.:21 10-0402 ACN: 101 DATE: 12-13-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate tSchedule A) (1) 105, 000.00 NOTE: To ensure proper
2. Stocks and Bonds tSchedule B) t2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest tSchedule C) t3) . of this form with your
4. Mortgages/Notes Receivable tSchedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property tSchedule E) t5) 18,989.17
6. Jointly Owned Property tSchedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets t8) 123,989.17
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H) C9) 14.8 0 6.4 8
10. Debts/Mortgage Liabilities/Liens tSchedule I) t10) 2 94.5 9
11. Total Deductions tll) 15, 101.07
12. Net Value of Tax Return C12) 108,888.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts tSchedu le J) t13) .0 0
14. Net Value of Estate Subject to Tax (14) 108,888.10
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) .00 x 00 - .00
t16) 108.888.10 x 045 = 4,899.96
c17) . oo x 12 - . 00
t18) .00 x 15 = .00
t19)= 4,899.96
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID t-)
AMOUNT PAID
Ob-29-2010 CD013008 245.00 5,000.00
TOTAL TAX PAYMENT 5,245.00
BALANCE OF TAX DUE 345.04CR
INTEREST AND PEN. .00
TOTAL DUE 345.04CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" tCR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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