HomeMy WebLinkAbout01-07-11NOTICE OF INHERITANCE TAX
ry`M`~"~~~ ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~F', ~~~~~r~„ i
INHERITANCE TAX DIVISION -61~ ~-D~~IONS AND ASSESSMENT OF TAX
PO BOX 280601 ; _ ,~<i.,.;: __, . ._ ~ R : _.~:.i
HARRISBURG PA 17128-0601
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1011 MUMMA RD
LEMOYNE PA 17043
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10~
DATE 01-03-2011
ESTATE OF MONG HELEN E
DATE OF DEATH 02-04-2010
FILE NUMBER 21 10-0218
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 ASSES SMENT OF TAX
ESTATE OF: MONG HELEN EFILE N0.:21 10-0218 ACN: 101 DATE: 01-03-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 102,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 57, 761 .87 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) (5) 7,7 24.7 0
6. Jointly Owned Property (Schedule F) (6) 5 9 3.5 7
7. Transfers (Schedule G) C7) 14$,964.98
8. Total Assets cs) 317 , 545.12
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10.54 x.13
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,0 20.7 7
11. Total Deductions tll) 12,566.90
12. Net Value of Tax Return C12) 304,978.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) 2 5,0 0 0.0 0
14. Net Value of Estate Subject to Tax (14) 279, 978.22
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 (16) 279. 978.22_ X 045 = 12,599.02
17. Amount of Line 14 at Sibling rate C17) _~ n 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)= 12,599.02
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-04-2010 CD012706 578.95 11,000.00
10-26-2010 CD013559 .00 1,020.09
TOTAL TAX PAYMENT 12,599.04
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
* 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.