HomeMy WebLinkAbout01-31-11C ~''`' N~4TI'C~. 4~`= INHERITANCE TAX Pennsylvania ~~•~
BUREAU OF INDIVIDUAL TAXES At~'_RAISEMENT, A~LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ aF' ,D~bUCTION-SJ AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601
DATE 01-17-2011
ESTATE OF BOLDOSSER CAROLYN
v~ -~ ~ ~ DATE OF DEATH 02-24-2010
~~``•~ "a ~ 4 '_'
~~~~' FILE NUMBER 21 10-0258
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CRAIG A HATCH ESQ COUNTY CUMBERLAND
STE 100 ACN
101
1013 M U M M A R D APPEAL DATE: 03-18-2011
(See reverse side under Objections )
LEMOYNE PA 17043 -
Amount Remitted(
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 E~-~
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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: BOLDOSSER CAROLYN FILE N0.:21 10-0258 ACN: 101 DATE
: 01-17-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 117, 600
00
2. Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
C2) ,Q 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4)
00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule .
tax payment.
E) (5) 15, 125.65
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 39, 309.16
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 172,034.81
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 9,6 0 0 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5,7 78.6 3
11. Total Deductions
12• Net Value of Tax Return C11) 45,379.25
C12) 126, 655.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax C13) .0 0
C14) 126, 655.56
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18
reflect figures that include the total of ,
,
and 19 will
ALL returns assessed to date
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 =
0 0
16. Amount of Line 14 taxable at Lineal/Class A rate .
C16) _ 1 ?6 , 6~~ _ 6 x 045 =
17. Amount of Line 14 at Sibling rate 5,699.50
(17)
18. Amount of Line 14 taxable at Collateral/Class B rate 0 0 X 12 =
15 = •0 0
C18)
0 0
19. Principal Tax Due .
X
.0 0
TAX CREDITS:
c19)= 5, 699.50
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-20-2010 CD012778 157
89
11-09-2010
CD013628 . 3,000.00
.00 2,541.61
TOTAL TAX PAYMENT 5,699.50
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.