HomeMy WebLinkAbout01-03-11NOTICE OF INHERITANCE TAX
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INHERITANCE TAX DIVISION L ~'~' ~ 0=fr~Q~DUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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GEORGE F DOUB"~~ ~~ •~~ I Y ,.~S~Q - • ~-`'~
354 ALEXANDER SPRING RD
CARLISLE PA 17015
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 12-27-2010
ESTATE OF MAXWELL ISABEL F
DATE OF DEATH 02-27-2010
FILE NUMBER 21 10-0271
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 SAUARE
CARLISLE PA 17013
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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MAXWELL ISABEL FFILE N0.:21 10-0271 ACN: 101
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OR
DATE: 12-27-2010
TAX RETURN WAS: (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) 79,816.84 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
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) (5) 126, 078.66
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 205,895.50
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2 9.0 5 0.2 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,7 7 7.3 5
11. Total Deductions C11) 32,827.62
12. Net Value of Tax Return C12) 173, 067.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 173, 067.88
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 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) _ 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 173, 067.88 X 15 = 25, 960.18
19. Principal Tax Due C19)= 25, 960.18
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-13-2010 CD012741 1,298.01 24,743.06
12-20-2010 REFUND .00 80.89-
TOTAL TAX PAYMENT 25,960.18
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. Q'~~
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