HomeMy WebLinkAbout12-27-10~~~~~~~~ '8~~ OF INHERITANCE TAX
,~I ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES [~~'"~f~Y'f ;,~ ~}~j~,],~ONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION 1 i L,i~~,,,~ , i LFV1~~.`
PO BOX 280601
HARRISBURG PA 17128-0601
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Ci~ERK OF
C~~~~~s ~~~~ C~., P~,
DAVID H STONE ESQ
414 BRIDGE ST
NEW CUMBERLAND PA 17070
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pennsy van~a _~ ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-09)
DATE 12-13-2010
ESTATE OF BRUCKLACHER BARBARA J
DATE OF DEATH D1-10-2010
FILE NUMBER 21 10-0072
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 ALON_6 THIS LINE _ --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP-C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRUCKLACHER BARBARA JFILE N0.:21 10-0072 ACN: 101 ____________ __
OR -
DATE: 12-13-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 160, 000.00 N07E: To ensure proper
2 Stocks and Bonds (Schedule B) C2) .Q 0 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) 186,943.49 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 106,948.4$
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 1 , 283, 722.17
8. Total Assets t8) 1 , 737 , 614.14
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 9 7,0 7 0.35
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,3 0 9.5 7
11 . Total Deductions C11) 98, 379.92
12. Net Value of Tax Return t12) 1 , 639, 234 .22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 1 , 639, 234.22
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) 1 , 6;9 . 4 _ X 045 = 73, 765.54
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 C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 73, 765.54
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-OS-2010 CD012586 3,688.28 75,000.00
TOTAL TAX PAYMENT 78,688.28
BALANCE OF TAX DUE 4,922.74CR
INTEREST AND PEN. .00
TOTAL DUE 4,922.74CR
* 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. /~
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