HomeMy WebLinkAbout01-03-11NOTICE OF INHERITANCE TAX
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INHERITANCE TAX DIVISION L~,'~r + ° ~ ' ~ qF7 tflEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 12-27-2010
ESTATE OF WILLIAMSON JUNE M
DATE OF DEATH 05-11-2010
FILE NUMBER 21 10-0521
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 _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILLIAMSON JUNE MFILE N0.:21 10-0521 ACN: 101 _______________
OR
DATE: 12-27-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 182,200.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 1 , 351 , 533.44 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) t4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6,8 2 3.0 6
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 210,605.98
8. Total Assets c8) 1 , 751 , 1b2.48
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 3 3.7 9 4.3 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6,318.3 0
11. Total Deductions (11) 40, 112.67
12. Net Value of Tax Return C12) 1 , 71 1 , 049.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 1 , 711 , 049 .81
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) 1 .309 .777.98 x 045 = 58, 940 . O1
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 401,271.83 X 15 = 60,190.77
19. Principal Tax Due C19)'= 119, 130.78
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-10-2010 CD013186 5,789.47 110,000.00
10-15-2010 CD013506 .00 3,341.31
TOTAL TAX PAYMENT 119,130.78
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.