HomeMy WebLinkAbout11-29-10BUREAU 0~'INDIVIDUAL TAXES
INHf:RiTANCE TAX DIVISION
PO BOX 280b01
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPR~A~I~fi~E.~-T{ AL~.OWA_NCE OR DISALLOWANCE
OF DEDUETIONS`..~~ ASSESSMENT OF TAX
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CAMP HILL PA 17011
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 11-D8-2010
ESTATE OF WILLEY BETTY J
DATE OF DEATH 08-07-2010
FILE NUMBER 21 10-0864
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-07-2011
(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 -~ RETAIN LOWER PORTION FDR YOUR RECORDS ~--
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: WILLEY BETTY JFILE N0.:21 10-08b4 ACN: 101
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OR
DATE: 11-08-2010
TAX RETURN WAS; ( ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) C5) 7,2 0 2.17
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 7 , 202.17
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) .0 0
12. Net Value of Tax Return C12) 7,202.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 7, 202.17
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 X 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) 7.202.1_7 X 12 = 864.86
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 864.86
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-31-2010 CD013303 29.23 555.30
08-31-2010 CD013301 9.74 185.10
PAYMENT MUST BE MADE BY 05-07-2011*.
TOTAL TAX PAYMENT 779.37
BALANCE OF TAX DUE 85.49
INTEREST AND PEN. .00
TOTAL DUE 85.49
* 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.
RIEV-1470 EX (Ot-10)
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p y ERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
H I PA 1 - 1
DECEDENT'S NAME FILE NUMBER
Willey, Betty 2110-0864
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The claim for the family exemption has been disallowed. The claimant must be a spouse
or if no spouse, a parent or child living in the same household as the decedent as of the
date of death.
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