HomeMy WebLinkAbout01-03-11NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL Tax ~ 1 ` `CTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION L- ~ ~ "
PO BOX 280601 ~,~, ~, ~ `,._: ~.. ~, f ; Vii';
HARRISBURG PA 17128-0601 ~--1
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43 HALF MILE DR
GARDNERS PA 17324
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Pennsylvania ~~~~~~ -
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-10)
DATE 12-27-2010
ESTATE OF WOOMER E ALICE
DATE OF DEATH 07-25-2010
FILE NUMBER 21 10-0779
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: WOOMER E ALICE FILE N0.:21 10-0779 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) 74, 966.66 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) 99,429.43 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 3 9,2 3 3.9 7
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
t
A (8) 213, 630.06
8. s
sse
Total
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 9 34.5 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5,803._64
11. Total Deductions C11) 6,738.16
C12) 206,891.90
12.
13. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
f Estate Subject to Tax
t V
l
N C14) 206,891.90
14. ue o
e
a
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 O X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 2(16 , 891 _ 9D x 045 = 9, 310.13
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)= 9,310.13
TAY f_QFTITTC-
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-20-2010 CD013517 465.51 9,310.13
TOTAL TAX PAYMENT 9,775.64
BALANCE OF TAX DUE 465.51CR
INTEREST AND PEN. .00
TOTAL DUE 465.51CR
* 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~['"~~~
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