HomeMy WebLinkAbout01-07-11,r~ri,~,. , -~ ,- ,,., ~TICE OF INHERITANCE TAX
RF~:~~ ~ ' .AP'P'~~~L~E~ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES- .,v, ~ ,~'~b~~UCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION Q F;~'
PO BOX 280601
HARRISBURG PA 17128-0601
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MARVIN BESHOR`~~~~~Q~ ~ ~~ ~ `'`~`~ ` F`~'
130 STATE ST
PO BOX 946
HARRISBURG PA 17101
Pennsylvania F~;
DEPARTMENT OF REVENUE
REV-1547 IX AFP t12-10)
DATE 01-03-2011
ESTATE OF KRONE CAROLENE E
DATE OF DEATH 07-26-2010
FILE NUMBER 21 10-0787
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-04-2011
(See reverse side under Objections )
Amount Remitted r-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --9• 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: KRONE CAROLENE EFILE N0.:21 10-0787 ACN: 101
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OR
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) 142, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
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) 32,436.35
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 8, 072.47
8. Total Assets ($) 182,508.82
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 34.26 6.8 2
10. Debts/Mortgage Liabilities/Liens tSchedule I) (10) 9,6 2 7.41
11. Total Deductions C11) 43,894.23
12. Net Value of Tax Return C12) 138,b14.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 13,0 54.21
14. Net Value of Estate Subject to Tax C14) 125,560.38
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) 1 . F;60 . 38 x 045 = 5, 650 .22
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 C19)= 5,650.22
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-22-2010 CD013535 281.73 5,352.85
PAYMENT MUST BE MADE BY 04-26-2011*.
TOTAL TAX PAYMENT 5,634.58
BALANCE OF TAX DUE 15.64
INTEREST AND PEN. .00
TOTAL DUE 15.64
* 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.