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HomeMy WebLinkAbout01-20-11O '" NOTICE OF INHERITANCE TAX ,~ -- -~APPRi 4 ENT, ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL TAX~~ !;- ~,~ INHERITANCE TAX DIVISION ' ' OF.~,~ UCTI ONS AND ASSESSMENT OF TAX PO BOX 280601 r-. '„ :; HARRISBURG PA 17128-0601 r.., ~~ -•~ J A M E S J M C C A R HIY~" - ~.i5;~ _; P~, ~,'J _. 2041 HERR ST HBG PA 17103 • pennsy van~a ~X~ ~ DEPARTh1ENT OF REVENUE REV-lb4T EX AFP C12-10) DATE 01-10-2011 ESTATE OF SELLARS DENISE A DATE OF DEATH 02-21-2010 FILE NUMBER 21 10-0805 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 03-11-2011 (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 RECORDS ~ ------------------------------------------------------------------------- REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: SELLARS DENISE AFILE N0.:21 10-0805 ACN: 101 ------------------ OR DATE: 01-10-2011 TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .0 0 NOTE• To ensure proper 2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) {5) .0 0 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) C7) .0 0 8. Total Assets (8) .0 0 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4.9 0 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0 11. Total Deductions C11) 4, 925.50 12. Net Value of Tax Return C12) 4,925.50- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 4,925.50- NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 a nd 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 (15) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 0 4 5 = .0 0 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 (18) .0 0 X 15 = .0 0 19. Principal Tax Due (19)= .0 0 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX PAYMENT .00 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" ~.CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. -- ~~~ REV•1470 EX (01-10) .. '~ ~ ~ Pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG. PA 17128-0601 DECEDENT'S NAME INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER Denise A. Sellars 2110-0805 REVIEWED BY ACN Sheila Megonnell 101 ITEM SCHEDULE NO, EXPLANATION OF CHANGES G Commonwealth of Pennsylvania State Employees' Retirement Investments are not taxable items for Inheritance Tax purposes. ROW Page 1