HomeMy WebLinkAbout01-03-11~': ^_
NOTICE OF INHERITANCE TAX pennsylvan~a ' ~~
r ~~~~`k~ ~ DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TA~~$+w1? ;~., ~~~_ ~ , , ,~MENT, ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISION t' r' , ~-{ q~-`' DUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-10)
PO BOX 280601 ~ ~'` ' ~ ` ~ •
HARRISBURG PA 17128-0601
~`~'~' "~;' -. ~ p , ~ DATE 12-27-2010
"' ESTATE OF JUDGE WILLIAM E
DATE OF DEATH 08-06-2009
{/'~~ (},~'~'~-p~,~~ ~~ FILE NUMBER 21 09-0760
' ` ` ' " ` .J _'`-~~~-~~°~ ~ COUNTY CUMBERLAND
SUSAN H CO l~_._, ,._, ~.a ". _. ..~ , :~;~
~ f ~ ~ ~ ACN 101
2331 MARKET ST APPEAL DATE: 02-25-2011
CAM P H I L L P A 17 011 (See reverse side under Objections
Amount Remitted 1
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JUDGE WILLIAM EFILE N0.:21 09-0760 ACN: 101 _______________
-OR
DATE: 12-27-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 190,000.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2,4 9 6.8 6 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 633, 713.95
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 826 , 210 .81
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ 14.0 8 4.4 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,0 31.7 6
11. Total Deductions C11) 16, 116.20
12. Net Value of Tax Return C12) 810, 094.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 810,094.61
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 810 .094.61 X 045 = 36,454.26
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) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 36,454.26
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-05-2009 CD011956 1,822.71 35,000.00
TOTAL TAX PAYMENT 36,822.71
BALANCE OF TAX DUE 368.45CR
INTEREST AND PEN. .00
TOTAL DUE 368.45CR
* 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.