HomeMy WebLinkAbout01-03-11~'
NOTICE OF INHERITANCE TAX pennsylvania ~ ~~
~"-'~~ ~~'~ '~P ~ T'~-~~, ISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL ~i~~~'$ _' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION r ~'. ~ `"' i~ DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP C12-10)
PO BOX 280601 , ,._. ~ ,- ~ ~ ~ ~ •. ~ ~ -.~..~r
HARRISBURG PA 17128-0601
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STEPHEN ~ ' t~;~'':--°` °-,`,~` ~ '
C'! ~"L~ I"F~ h l "l '~r• ~1 ~~
60 W POMFRET ST
CARLISLE PA 17013
DATE 12-27-2010
ESTATE OF BIBBENS ALBERT H
DATE OF DEATH 07-28-2010
FILE NUMBER 21 10-1050
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
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: BIBBENS ALBERT HFILE N0.:21 10-1050 ACN: 101
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OR
DATE: 12-27-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) 19 6.21
7. Transfers (Schedule G) C7) 140,614.91
s. Total Assets c8) _ 140 , 811.12
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9,9 3 3.5 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,4 64.58
11. Total Deductions C11) 11,398.13
12. Net Value of Tax Return C12) 129,412.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 129,412.99
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 (16) l 29 , 41 2.99 x 045 = 5, 823.58
17. Amount of Line 14 at Sibling rate C17) _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 (19)= 5,823.58
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-18-2010 CD013511 291.18 5,532.40
TOTAL TAX PAYMENT 5,823.58
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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