HomeMy WebLinkAbout12-03-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-Ob01
NOTICE OF INHERITANCE TAX
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MARY JO DILLON t,~U~.'~~~r~"i_ =:``I-') f~,^~ ~'}ny
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128 W CUNNINGHAM ST
BUTLER PA 16001
Pennsylvania , .
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-04)
DATE 11-29-2010
ESTATE OF KERR ESTHER B
DATE OF DEATH 02-20-2010
FILE NUMBER 21 10-0302
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-28-2011
(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 4~
------------------------ -------------------------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KERR ESTHER BFILE N0.:21 10-0302 ACN: 101 _________________
OR
DATE: 11-29-2010
TAX RETURN WAS: (X) 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) 5,8 01.16 credit to your account,
2. Stocks and Bonds (Schedule B) 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) 150,921.23
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 54, 362.94
(8) 211 , 0$5.33
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4.2 9 7.7 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) ~ C10) 10,752.39
C11) 15, 050.15
11 . Total Deductions 035.18
196
12. Net Value of Tax Return C12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1,9 6 0.3 5
x
t t
T
S
b (14) 194, 074.83
14. o
a
u
jec
Net Value of Estate
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class .A rate (16) 194.074.83 x 045 = 8,733.37
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) .0 0 X 15 = .0 0
19. Principal Tax Due (19)° 8,733.37
TAY f DCTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-18-2010 CD012776 315.79 6,000.00
09-20-2010 CD013399 .00 2,417.58
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 8,733.37
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS.