HomeMy WebLinkAbout01-03-11
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NOTICE OF INHERITANCE TAX
~~1,.("~'"~~~p1;fi,8M ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ! ! t !i ~ ! !
INHERITANCE TAX DIVISION ^~- •r,- ~ ~-~~ ,f• ~ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~" ~~~,, ~ ~,, , ~ ~~J
HARRISBURG PA 17128-0601
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JANE M ALEXANDE~,~~'~t~~~~* ~~~~ (' ~' ~`'~
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148 S BALTIMORE ST
DILLSBURG PA 17019
C1) 250.00
C2) .00
C3) .00
C4) .00
C5) 7, 771.63
C6) .00
c7) .00
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: VAUGHN CATHERINE IFILE N0.:21 10-0852 ACN: 101 DATE: 12-27-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~~ ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 8 , 021.63
C9) 1 , 961.92
clo) 17, 190.76
11 . Total Deductions C11) 19, 152.68
12. Net Value of Tax Return C12) 11, 131 .05-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 11, 131 . 05-
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 (18) •0 0 X 15 = .0 0
19. Principal Tax Due C19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
DATE 12-27-2010
ESTATE OF VAUGHN CATHERINE I
DATE OF DEATH 10-14-2008
FILE NUMBER 21 10-0852
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-25-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT .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.
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REV-1470 EX (01-10) ~
~ enns Lvania
p Y
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Catherine I. Vaughn 2110-0852
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
A Total on Schedule "A" was. not correctly carried forward to recapitulation page.
E ~ ~ Total on Schedule "E" was not correctly carried forward to recapitulation page.
H ~ ~ Total on Schedule "H" was not correctly carried forward to recapitulation page:...
~ .Total on Schedule "I" was :not correctly. carried forward to recapitulation page. ~:~ ~
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