HomeMy WebLinkAbout12-03-10-a-, -,r;~-. ~-, ~-,;-~~ ~M~OTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXE~t- - .i ~
INHERITANCE TAX DIVISION ~",~_ _ ..,!,~0~ 1~~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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RICHARD L PLACEY ESQ
3621 N FRONT ST
HARRISBURG PA 17110-1533
Pennsylvania , ~
DEPARTMENT OF REVENUE
F
REV-1547 EX AFP (12-09)
DATE 11-29-2010
ESTATE OF KNERR RUTH H
DATE OF DEATH 07-20-2010
FILE NUMBER 21 10-0789
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 _ ---1__RETA_IN LOWER PO R_TION__FOR_YOUR_RECORDS_ ~ __
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KNERR RUTH HFILE N0.:21 10-0789 ACN: 101 _________________
OR
DATE: 11-29-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED (: ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
~2) 156, 199.85 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) t3) .0 0 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) 23,557.52
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 17, 353.30
c8) 197, 110.67
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~9), 12,7 3 9.3 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16,625.43
X11) 29,364.76
11. Total Deductions 167 , 745.91
12 . Net Value of Tax Return ~ 12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 10,0 0 0.0 0
Ta
t t
b
S (14) 157, 745.91
14. x
jec
o
u
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) 1 Fiji . 74 . 91 X 045 = 6, 918.57
17. Amount of Line 14 at Sibling rate (17) 4 , 000.00 X 12 = 480.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) ,0 0 X 15 = .0 0
19 Principal Tax Due (19)= 7, 398.57
.
TAY CR FiITTC~
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-12-2010 CD013488 369.93 7,028.64
TOTAL TAX PAYMENT 7,398.57
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. __.
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