HomeMy WebLinkAbout10-22-10NOTICE OF INHERITANCE TAX
BUREAU of INDIVIDUAL TAxES -APPRALSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE Tax nlvlsloN b~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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VICKY ANN~T~I~I~ER~ ~
1700 BENT CREEK BLVD
PO BOX 659
MECHANICSBURG PA 17055-0659
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DEPARTMENT OF REVENUE
F
REV-1547 IX AFP C12-09)
DATE 10-19-2010
ESTATE OF ELLIS RHONA W
DATE OF DEATH 01-25-2008
FILE NUMBER 21 10-0862
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-18-2010
(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 ---) RETAIN LOWER PORTION FOR YOUR RECORDS
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REV-1547 EX AFP t12-09~ NOTICE OF INHERITANCE TAX APP --------------
RAISEMENT, ALL -------
OWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ELLIS RHONA WFILE N0.:21 10-0862 ACN: 101 DATE: 10-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
~3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 10, 000.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets c8) 10 , 000.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3.5 0 0.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions X11) 3,500.00
12. Net Value of Tax Return C12) 6,500.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 6,500.00
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) 6,500.00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _0 0 x 0 4 5 = .0 0
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 C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS-. ;.~
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