HomeMy WebLinkAbout08-06-10NOTICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES ~ ~ APP~RA~SE ~NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION aF DE UCTIONS AND ASSESSMENT OF TAX REV ••1547 EX AFP (12-09)
PO BOX 280601 - ._.. -; ~ _-
HARRISBURG PA 17128-0601
~' t 1i!'' f+ .e DATE 08-02-2010
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ESTATE OF APA RUTH M
r., ~„~ DATE OF DEATH 12-07-2006
v~ Er,"`• ~' _ FILE NUMBER 21 06-1138
~~r'~ ~'~~~~ ~_~~~~~'~ CUMBERLAND
COUNTY
VIRGINIA H H ..; . .~, ,, ,_ , A ACN 101
SCARINGI K SCARINGI APPEAL DATE: 10-01-2010
2 0 0 0 L I N G L E S T O W N R D 1 ( See reverse side under Objections )
HBG PA 17110 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SWUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE----- ~ --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- ~ -_
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: APA RUTH MFILE N0.:21 06-1138 ACN: 101 -----------------
OR
DATE: 08-02-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) •Q 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) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 26,660.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 26,660.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 35 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6 2.9 4
11. Total Deductions (11) 417.94
12. Net Value of Tax Return (12) 26,242.06
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 200,903.51
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) ?00 .903 _ S1 x 045 = 9, 040.66
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 9, 040.66
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-31-2007 CD008616 .00 15,559.90
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 15,559.90
BALANCE OF TAX DUE 6,519.24CR
INTEREST AND PEN. .00
TOTAL DUE 6,519.24CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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