HomeMy WebLinkAbout12-27-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~~.1 4 s, a ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ...t ; e- ~~ 1~ION$ AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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QEPARTMENT OF REVENUE
REY-1547 EX AFP (12-10)
DATE 12-20-2010
ESTATE OF UTSCH JR CARL A
DATE OF DEATH 05-11-2010
FILE NUMBER 21 10-0524
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-18-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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NIS LINE
CUT ALONG T RECORDS ~ _ _______________
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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: UTSCH JR CARL AFILE N0.:21 10-0524 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) C1) 75, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 2,6 5 9.52 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 tSchedule E) C5) 181,255.03
6. Jointly Owned Property (Schedule F) ((>) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 258 , 914.55
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 17.8 8 9.11
10. DebtslMortgage Liabilities/Liens (Schedule I) C10) 26 8.26
11 . Total Deductions C11) 18, 157.37
12. Net Value of Tax Return (12) 240,757.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 240,757.1$
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) ?40.757 _ 18 X 045 = 10,834.07
17. Amount of Line 14 at Sibling rate C17) 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)= 10,834.07
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-08-2010 CD013482 .00 10,834.07
TOTAL TAX PAYMENT 10,834.07
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. lx~
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