HomeMy WebLinkAbout12-27-10a- F " M~~°
OTICE OF INHERITANCE TAX pennsylvan~a ~' ~
r+*'"f"1~~C'.~~ENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL T ~~r~~~'~,t ,;.
INHERITANCE TAX DIVISION ~~-~1 ~ „~,~,. ~':~Q~;i~~~DUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-10)
PO BOX 280b01 :° ~'}~~,~t ~ ,~ °J1
HARRISBURG PA 17128-0601 ~1
.~ ,~~~ r}~ p ~: ~ :3 DATE 12-20-2010
~ G' ESTATE OF ORR I S ANNA M
~~ ~~ DATE OF DEATH 03-12-2010
FILE NUMBER 21 10-0457
~~~r~ ~'~~~~ COUNTY CUMBERLAND
KATHLEEN K SH -`~~ ~~~~ ACN 101
1633 WALNUT B OM RD APPEAL DATE: 02-18-2011
CARL ISLE PA 17015 (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 ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ORRIS ANNA MFILE N0.:21 10-0457 ACN: 101 DATE: 12-20-2010
TAX RETURN WAS: C 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. Stocks and Bonds (Schedule B) (2) .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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) (6) 6 2 6.55
7. Transfers (Schedule G)
C7) 135, 000.00
s. Total Assets Cs) 135,626.55
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8. 6 3 3.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 21 ,295.02
11. Total Deductions (11) 29,928.08
12. Net Value of Tax Return C12) 105, b98.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts tSchedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 105, 698.47
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 0~, . 69$ _ 47 X 045 = 4, 756.43
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 4,756.43
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-08-2010 CD012863 26.32 500.00
10-15-2010 CD013498 .00 4,230.11
TOTAL TAX PAYMENT 4,756.43
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.