HomeMy WebLinkAbout01-07-11pG~~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXLS~~.^ M',.'t ~p~- ~S ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "" ~ ,' r ~~t`'fl UCTIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REY-1547 IX AFP C12-10)
DATE 01-03-2011
ESTATE OF NACE ELWOOD A
DATE OF DEATH 02-10-2010
FILE NUMBER 21 10-0166
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 SQUARE
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 ASSESSMENT OF TAX
ESTATE OF: NACE ELWOOD AFILE N0.:21 10-0166 ACN: 101 DATE: 01-03-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A} C1) 134,200.00 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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E} C5) 238, 362.00
6. Jointly Owned Property (Schedule F} (6) .0 0
7. Transfers (Schedule G) C7) .0 0
s. Total Assets C8) 372,562.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9} 21,164.7 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10} 3,6 31.71
11. Total Deductions C11) 24, 796 .47
12. Net Value of Tax Return C12) 347,765.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J} C13) .0 0
14. Net Value of Estate Subject to Tax C14) 347, 765.53
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) 347.765.53 X 045 = 15, 649.45
17. Amount of Line 14 at Sibling rate C17) _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)= 15, 649.45
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-28-2010 CD013569 .00 15,649.45
TOTAL TAX PAYMENT 15,b49.45
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.