HomeMy WebLinkAbout12-27-10NOTICE OF INHERITANCE TAX
~~ , ~ ,~ 5~~'ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~~~~~ ~~~~~l~~~fiONS AND ASSESSMENT OF TAX
PO BOX 280601 9y1i'"
HARRISBURG PA 17128-0601
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Gi.ERK ~~
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ROGER B IRWIN ES6~""~~~`~'~'~~~ ~'~-~ P~.
60 W POMFRET ST
CARLISLE PA 17013
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Pennsylvania P ~~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-10)
DATE 12-20-2010
ESTATE OF KELLER CHRISTINA A
DATE OF DEATH 01-02-2010
FILE NUMBER 21 10-0048
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-18-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TQ:
REGISTER ~F WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -~-~ RETAIN LOWER PORTION FOR YOUR
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: KELLER CHRISTINA AFILE N0.:21 10-0048 ACN: 101 DATE: 12-20-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 269,816.40 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 33,517.31
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 303 , 333.71
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 2,18 5.04
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 147,823.20
11. Total Deductions (11) 170,008.24
12. Net Value of Tax Return C12) 133, 325.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 133,325.47
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
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) ~ 3~ . ~ 5.47 x 045 = 5, 999.65
c17) _ on x 12 = . 00
(1B) .00 X 15 = .00
(19)= 5, 999.65
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-13-2010 CD013491 .00 5,999.65
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-14-2010
TOTAL TAX PAYMENT 5,999.65
BALANCE OF TAX DUE .00
INTEREST AND PEN. 7.26
TOTAL DUE 7.26
* 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.