HomeMy WebLinkAbout11-29-10err -~r--r- ,,,-,-N.Q.T~~.E OF INHERITANCE TAX
~ A'P'F~~fdl~El~E~ljf, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES r
INHERITANCE TAX DIVISION ~~, w,._ i :_pFw. D~'D'II~YIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
DUANE P STONE
8 N BALTIMORE ST
DILLSBURG
PA 17019
Pennsylvania ~
QEPARTMENT OF REVENUE
REV-15G7 EX AFP (12-09)
DATE 11-15-2010
ESTATE OF BIXLER CAROL L
DATE OF DEATH 11-12-2009
FILE NUMBER 21 09-1074
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-14-2011
(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 FOR YOUR RECORDS F--
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BIXLER CAROL LFILE N0.:21 09-1074 ACN: 101
-----------------
OR
DATE: 11-15-2010
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) .0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 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) 25, 676.80
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 150,267.60
(8) 175,944.40
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 17,24 4.7 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6 9 7.0 8
C 11) 17 , 941.85
11 . Total Deduct ions 158, 002.55
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) (13) .0 0
t to Tax
S
bj
t
t
f E (14) 158, 002.55
14. ec
e
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a
Net Value o
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 .
ASSESS MENT 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) 1 58 , 002.55 x 045 = 7, 110.11
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
14. Principal Tax Due (19)= 7, 110.11
TAY f D ~TITTC r
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
*~~ SUMMARY 0 ALL 06 PAYMENTS ~**
11-08-2010 325.58 6,786.77
„1 ~., ,_
~~ ~1, `~ ) it .~1. -s.
t. , ..., _ ~ .. -
TOTAL TAX PAYMENT 7,110.11
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. a