HomeMy WebLinkAbout12-27-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TA~~~~~~~IENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 3T,`~'C~''A~ `'' {'~'''~ ~ ~DUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17101
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DEPARTMENT OF REVENUE
REY-1547 EX AFP t12-10)
DATE 12-20-2010
ESTATE OF LEESE WILMA S
DATE OF DEATH 01-17-2010
FILE NUMBER 21 10-0070
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
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: LEESE WILMA SFILE N0.:21 10-0070 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) •0 0 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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 121,730.09
6. Jointly Owned Property tSchedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 121 , 730.09
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 13.0 61.0 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9,195.7 b
11. Total Deductions C11) 22,25b.83
12. Net Value of Tax Return C12) 99,473.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) 7 4,4 7 3.2 6
14. Net Value of Estate Subject to Tax C14) 25, 000.00
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) _0 0 X 0 4 5 = .0 0
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) 25, 000.00 X 15 = 3, 750.00
19. Principal Tax Due C19)= 3, 750.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-10-2010 CD012599 187.50 3,570.00
12-13-2010 REFUND .00 7.50-
TOTAL TAX PAYMENT 3,750.00
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.