HomeMy WebLinkAbout01-03-11~~NppOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 'i y ~,~;~K~~~ZA~ , ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~`~ `'~. ' ®„~r ~~.~1~TIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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REV-1547 EX AFP C12-10)
DATE 12-20-2010
ESTATE OF DUNN COURTLAND E
DATE OF DEATH 06-24-2010
FILE NUMBER 21 10-Ob85
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-18-2011
(See reverse side under Objections )
Amount Remitted l
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: DUNN COURTLAND EFILE N0.:21 10-Ob85 ACN: 101
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OR
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) (1) 202,750.00 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) C5) 5,9 3 0.11
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 87, 902.95
8. Total Assets c8) 296 , 583.06
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2 7.6 7 9.12
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 145,348.44
11. Total Deductions (11) 173, 027 .56
12. Net Value of Tax Return C12) 123,555.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 123,555.50
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 (15) .0 0 x 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) l ~ , ~ 5. 0 x 045 = 5, 560.00
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) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 5,560.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-20-2010 CD013383 278.00 10,000.00
TOTAL TAX PAYMENT 10,278.00
BALANCE OF TAX DUE 4,718.000R
INTEREST AND PEN. .00
TOTAL DUE 4,718.000R
* 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.