HomeMy WebLinkAbout11-29-10NOTICE OF INHERITANCE TAX pennsylvan~a ~
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES `"~` ~` - ~_- -~:
INHERITANCE TAX DIVISION _' OF ~~D+'I~CTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP {12-09)
PO BOX 280601
HARRISBURG PA 17128-0601 _ ,._ ',,_,; ~~
DATE 11-15-2010
~~~ ~~~~ Z9 P ~; ~j~ ESTATE OF ULMER MARY T
DATE OF DEATH 07-17-2010
~~~~"~~ (~r FILE NUMBER 21 10-0797
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` ACN 101
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MATSON LAW OF IGE
- APPEAL DATE: 01-14-2011
10 E H I G H S T (See reverse side under Objections )
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG-THIS-LINE-- - -1' -RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- E- --
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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: ULMER MARY TFILE N0.:21 10-0797 ACN: 101 -----------------
OR
DATE: 11-15-2010
TAX RETURN WAS: CX) 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) {2) 14,708.37 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 (Schedule D) {4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property {Schedule E) {5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 14 , 708.37
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1,2 0 6.7 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) {10) .0 0
11. Total Deductions (11) 1,206.75
12. Net Value of Tax Return (12) 13,501.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) {13) .0 0
14. Net Value of Estate Subject to Tax {14) 13, 501.62
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) 13,501.62 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate {16) .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) _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)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT {+)
INTEREST/PEN PAID {-)
AMOUNT PAID
TOTAL TAX PAYMENT .00
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_~