HomeMy WebLinkAbout07-29-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT C SAIDIS ESQ
26 W HIGH ST
CARLISLE PA 17013
NOTICE O-'F~GINHERITANCE TAX
A~l~(F}'Iiy~I'~~Fc~N(T-~!,Ipjl~IUWANCE OR DISALLOWANCE
DEIIUCTI0~15CAND ASSESSMENT OF TAX
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Pennsylvania i
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-10)
DATE 07-18-2011
ESTATE OF YEAGER MARVIN L
DATE OF DEATH 08-15-2010
FILE NUMBER 21 10-0890
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
C~.ERK OF
ORPHAN`S COURT
~}PJ!PFRI. A~i(~ ^n PA
CUT ALONG THIS LINE ---- ----RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YEAGER MARVIN LFILE N0.:21 10-0890 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 126, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 6,819.11
6. Jointly Owned Property (Schedule F) (6) 22, 726 • 77
7. Transfers (Schedule G) (7) 45, 758.46
8. Total Assets (8) 221.304.34
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 31,019.09
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 27,765.76
11. Total Deductions C11) 58,784.85
12. Net Value of Tax Return (12) 162,519.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 162,519.49
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 16?.x,19.49 x 045 = 7,313.38
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= 7,313.38
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-09-2010 CD013639 315.79 6,000.00
11-12-2010 CD013650 42.11 800.00
05-10-2011 CD014445 .00 155.5D
TOTAL TAX PAYMENT 7,313.40
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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