HomeMy WebLinkAbout02-28-11__. __ __ ___ -_. ,.,r_._T. _
NOTICE OF INHERITANCE TAX Pennsylvania a~' ~ =<
BUREAU OF INDIVIDUAL TA~E~S ,. ~r.AP'~~;~~S~~IENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~
INHERITANCE TAX DIVISION _ " ,. OF,,; ~~DUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (12-10)
PO BOX 280601 , '_ ~. _ _.. ~
HARRISBURG PA 17128-0601
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J ROBERT BA~~ ~`~ _' .~~,~ , ~;~?,
174 SPRINGHOUSE LANE
SPRING GROVE PA 17362-8695
DATE 02-21-2011
ESTATE OF BAUM VIRGINIA H
DATE OF DEATH 09-10-2010
FILE NUMBER 21 10-0961
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-22-2011
(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 ---- ---- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAUM VIRGINIA HFILE N0.:21 10-0961 ACN: 101 _ ______
OR
DATE: 02-21-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To e
2.
Stocks and Bonds (Schedule B) C2)
664, 934.30 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) (4)
0 0 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 39,879.12
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 37, 900.00
8. Total Assets (8) _ 742, 713.42
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 .7 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) _ 11 , 704.50
11. Total Deductions (11) 17, 020 .20
12. Net Value of Tax Return (12) 725,693.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 725, 693.22
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 72S , 69~ . 2 X 045 = 32, b56 . 19
17. Amount of Line 14 at Sibling rate (17)_ _ 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19) = 32, 65b . 19
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-07-2010 CD013749 1,632.81 31,023.38
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 32,656.19
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.