HomeMy WebLinkAbout01-07-11NOTICE OF INHERITANCE TAX
ASP ~\ .ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TA~E~ '_.~~ ~ '~4 ~~DUCTIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-10)
DATE 01-03-2011
ESTATE OF WESTBROOK FRANCES K
DATE OF DEATH 01-29-2010
FILE NUMBER 21 10-0145
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-04-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: WESTBROOK FRANCES KFILE N0.:21 10-0145 ACN: 101 DATE: 01-03-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 222,456.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 21 , 790 .46 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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 235, 199.55
6. Jointly Owned Property (Schedule F] (6) .0 0
7. Transfers (Schedule G) C7) 35, 944.42
8. Total Assets cs) 515,390.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3 0,411.4 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions C11) 30,411.48
12. Net Value of Tax Return C12) 484,978.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 484,978.95
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) 453,236.95 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 31.742.00 x 045 = 1,428.39
17. Amount of Line 14 at Sibling rate C17) _ 0[l X 12 . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •0 0 X 15 = .0 0
19. Principal Tax Due C19)= 1 , 428.39
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-28-2010 CD013570 .00 1,428.39
TOTAL TAX PAYMENT 1,428.39
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.