HomeMy WebLinkAbout12-27-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE~~~;~~~,~ ~S T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r., ~ {~'~ ~ ri z ~ CTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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SHERMANS DALE PA 17090
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 12-20-2010
ESTATE OF HORN JANET G
DATE OF DEATH 01-29-2010
FILE NUMBER 21 10-0206
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-18-2011
(See reverse side under Objections)
Amount Remitted r
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
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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: HORN JANET GFILE N0.:21 10-020b 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) 125, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 2,0 78.3 9 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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 26,$57.39
6. Jointly Owned Property (Schedule F) (b) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 153,935.78
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3 3,9 0 4.9 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9,4 91.5 3
11. Total Deductions (11) 43,396.52
12. Net Value of Tax Return C12) 110 , 539.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) .0 0
14. Net Value of Estate Subject to Tax C 14) 1 1 0 , 539.26
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 110. 5 9.?6 x 045 = 4,974.27
17. Amount of Line 14 at Sibling rate C17) 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)= 4,974.27
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-14-2010 CD013493 .00 1,929.27
INTEREST IS CHARGED THROUGH 01-04-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 1,929.27
BALANCE OF TAX DUE 3,045.00
INTEREST AND PEN. 22.10
TOTAL DUE 3,067.10
* 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.