HomeMy WebLinkAbout11-29-10NOTICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES AP}~'R'~rI~S~~I'~NT ,`A~.I~~WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OAF _IIEDkiCI'IO~p,S .~-'ND ASSESSMENT OF TAX REY-1547 IX AFP C12-09)
PO BOX 280601 -- -- ~ __ , , _
HARRISBURG PA 17128-0601
L~~~ ~»,~~~A ~~ ~~,~ ~, ~-~ DATE 11-15-2010
ESTATE OF ANSEL SR ROBERT M
DATE OF DEATH 08-12-2009
L -~-_ ~
rG F~./ ~~ FILE NUMBER 21 09-0827
~, '~`,-`- '~ -' ~ ll -'h ~ COUNTY CUMBERLAND
SAMUEL L ANDES `~-'~-~ --- ~?- ~~ ~ ~~'~ , ;~; ~, ACN 101
525 N 12TH ST APPEAL DATE: 01-14-2011
L E M O Y N E P A 17 0 4 3 (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 C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ANSEL SR ROBERT MFILE N0.:21 09-0827 ACN: 101 DATE: 11-15-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED { ) 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) C2) .0 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 tSchedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 258,484.44
6. Jointly Owned Property (Schedule F) (6) 59, 118.50
7. Transfers (Schedule G) (7) .0 0
8. Total Assets {8) 317,b02.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 29,39 9.19
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2 7.0 2
11. Total Deductions C11) 29,426.21
12. Net Value of Tax Return C12) 288,17b.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 288,17b.73
NOTE: If an assessment was issuedpreviouslY, 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) 2b, 197.88 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 61.978 _ 85 x 045 = 1 1 , 789.05
17. Amount of tine 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 (19)= 11 , 789.05
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-27-2009 CD011903 589.45 12,000.00
TOTAL TAX PAYMENT 12,589.45
BALANCE OF TAX DUE 800.40CR
INTEREST AND PEN. .00
TOTAL DUE 800.40CR
* 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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