HomeMy WebLinkAbout11-29-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDU~L± IAX~s ,,, d-P~;RAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX olvlsio~, ~ , . ~ .~OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601'` -
GLEE--~~~: ~'~ ~ ; ~-,
t ~ ~
GREGORY ~~ yy1l~'.ERWI f~, , . ;~. ` ,,_''
l:~U _ -
4245 ROUTE 209
ELIZABETHVILLE PA 17023
Pennsylvania t ~
DEPARTMENT OF REVENUE
f
REV-1547 EX AFP (12-09)
DATE 11-15-2010
ESTATE OF PAUL JOHN J
DATE OF DEATH 07-13-2010
FILE NUMBER 21 10-0813
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 SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~'i RETAIN LOWER PORTION FOR YOUR
----------------------------------------
-
- RECORDS +E--
---------------
-----------------
---------------
-
-
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLDWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: PAUL JOHN JFILE N0.:21 10-0813 ACN: 101 DATE: 11-15-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RET URN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,0 Q 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) 6 5,9 9 5.39
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
s. Total Assets C8) b5, 995.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9.0 51.5 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,915.5 6
11. Total Deductions (11) 10,967.06
12. Net Value of Tax Return (12) 55, 028.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 55, 028.33
NOTE: If an assessment was issued previously: lines 14, 15 andlor 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) .00 x 00 = .00
(16) 55.028.33 x 045 = 2, 476.27
C18) .00 X 15 = .00
(19)= 2,476.27
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-10-2010 CD013337 123.81 2,352.46
TOTAL TAX PAYMENT 2,476.27
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. ~,
<:. _