HomeMy WebLinkAbout11-29-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ IaP~t/~IS'EM~tfT-~,;-ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - ,.DF- IZEDUCT~'ONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 "'
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DAVID C MILLER Jl~li~~ r~~ ~~ ~ _'~~~ h.~
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1100 SPRING GARDEN DR
MIDDLETOWN PA 17057
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DEPARTMENT OF REVENUE a
REV-1547 EX AFP (12-09)
DATE 11-15-2010
ESTATE OF WOODWORTH KAREN R
DATE OF DEATH 01-08-2010
FILE NUMBER 21 10-0069
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-- --~--) R_ETA_IN LOWER POR_TION
FOR YOUR RECORDS ~
_
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APP _
RAISEMENT, ALLOWANCE ____________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WOODWORTH KAREN RFILE N0.:21 10-0069 ACN: 101 DATE: 11-15-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 187, 000.00 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 ~ submit the upper portion
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) 41 , 801.18
6. Jointly Owned Property (Schedule F) (6) 3, 236.42
7. Transfers (Schedule G) (7) 84, 177.29
8. Total Assets (8) 316 , 214 .89
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 4 4.2 7 5.4 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 78, 171.73
11. Total Deductions C11) 122,447.18
12. Net Value of Tax Return C12) 193, 767.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 193, 767.71
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)_ 190.531 _ 9 X 045 = 8,573.91
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) 3,236.42 X 15 = 485.46
19. Principal Tax Due (19)= 9,059.37
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-05-2010 CD012585 442.11 8,400.00
09-07-2010 CD013318 .00 217.26
TOTAL TAX PAYMENT 9,059.37
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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