HomeMy WebLinkAbout11-29-10NOTICE OF INHERITANCE TAX pennsylvan~a ~ ~ a
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BUREAU OF INDIVIDUAL TAXES
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HARRISBURG PA 17128-0601 ~~ "'
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ESTATE OF STRAYER
DATE OF DEATH 01-28-2010
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~~ FILE NUMBER 21 10-0248
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PO BOX 499 '~ APPEAL DATE: 01-14-2011
(See reverse side under Objections
Q U A K E R T O W N P A 18 9 51
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
RETA_IN LOWER POR_TION_ FOR YOUR RECORDS 4~ _ ________ _____
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE ALLOWANCE OR
TAX APPRAISEMENT,
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STRAYER JEAN FILE N0 .:21 10-0248 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) (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 .0 0
C) (3) 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) C5) 32,886.65
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
(8) 32,886.65
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2:8 30.7 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4 2 0.18
(11) 3,250.96
11. Total Deductions 635.69
29
12. Net Value of Tax Return C12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 29, 635.69
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) 79.635.69 x 045 = 1 , 333.61
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19, Principal Tax Due (19)= 1 , 333.61
TAY CR FT) T TS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
04-20-2010 CD012651 65.25 1,239.75
09-02-2010 CD013313 .00 28.61
TOTAL TAX PAYMENT 1,333.61
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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