HomeMy WebLinkAbout01-03-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUr'-IT ~~~.:{=~ ; ~ ~P'~P~R ISEMENT, ALLOWANCE OR DISALLOWANCE
`~ ~,~:~'~' .~i i"~._a _ ~1~ DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ,~, , er° - ~ a , t , tS
PO BOX 280601 ~i W y~' ~, ; >. , _;j ~ ii..~.~1
HARRISBURG PA 17128-0601
~~, a k ~t~~v -~ ~`~ a
~~~~~
,. ~ ['~ ~-
54 E MAIN ST
MECHANICSBURG PA 17055
5'i
pennsylvan~a ~ ~
DEPARTMENT OF REVENUE '
REY-1547 EX AFP C12-10)
DATE 12-27-2010
ESTATE OF WHITE CATHERINE A
DATE OF DEATH 03-26-2010
FILE NUMBER 21 10-0398
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: WHITE CATHERINE AFILE N0.:21 10-0398 ACN: 101 ___ ___________
OR -
DATE: 12-27-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 108, 673.91 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) C2? .0 0 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) t4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5,2 0 0.0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8 s
ts
l A
T
t (8) 113 873.91
. e
s
o
a
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14,641.4 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10), 7,982.09
11 . Total Deductions tll) 22, 623.54
C12) 91 , 250.37
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14 lue of Estate Subject to Tax
t V
N C14) 91 , 250.37
. 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 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 91 0 . 37 x 045 = 4, 106 .27
17. Amount of Line 14 at Sibling rate C17) .D 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 C19)= 4, 106.27
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-04-2010 CD013595 .00 4,106.27
TOTAL TAX PAYMENT 4,106.27
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. ~"~--~