HomeMy WebLinkAbout01-03-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
GARY E HARTMAN ESQ
126 BALTIMORE ST
NOTICE OF INHERITANCE TAX
AP 44' fi" ®®ANCE OR DISALLOWANCE
it-, ~1~~~~~y ~g N`D ASSESSMENT OF TAX
Cl..~}?K ~?F
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GETTYSBURG PA 17325
pennsylvania
DEPARTMENT OF REVENUE
REV ••1547 IX AFP C12-10)
DATE 12-27-2010
ESTATE OF ROCKEY RAND M
DATE OF DEATH 10-27-2009
FILE NUMBER 21 09-1019
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-25-2011
(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
--- - - -- --- - - -- - - - --------------- RECORDS- ~ -
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROCKEY RAND MFILE N0.:21 09-1019 ACN: 101 DATE: 12-27-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,.
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 75,479.01
6. Jointly Owned Property (Schedule F) (6) 98,332.35
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 173,811.36
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8.5 9 0.10
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 49,961.95
11. Total Deductions C11) 58,552.05
12. Net Value of Tax Return C12) 115,259.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 115,259.31
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:
(15) .00 x 00 = .00
(16) 7 i ~ . 9 _ ~~ x 045 = 5, 186.67
(18) .00 x 15 = .00
(19)= 5, 186.67
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-01-2010 CD013591 54.20- 5,240.87
12-20-2010 SBADJUST .00 1.14
TOTAL TAX PAYMENT 5,186.67
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~~~`/