HomeMy WebLinkAbout01-20-11NOTICEn OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES -APPRgISEMEN~~,~~~ALLOWANCE OR DISALLOWANCE
INHERITANCE TAx oIV1S1oN OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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NEIL E NENDERSHOT ESQ
STE: 201
20B0 LINGLESTOWN RD
HBG PA 17110
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DEPARTMENT OF I~EVENUE
REV -1547 EX; AFP (12-10)
DATE 01-10-2011
ESTATE OF WILLIAMSON GLENN S.
DATE OF DEATH 03-07-2009
FILE NUMBER 21 09-0314
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-11-2011
(See ~°ei~erse side under Obje~~i`ions )
Amount Remitted __
MAKE CHECK PAYABLE AND REINIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -~ --RETAIN_LOWER-PORTION FOR YOUR RECORDS E-
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILLIAMSON GLENN SFILE N0..:21 09-0314 ACN: 101
OR
DATE: 01-10-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Reaa Estate CS~hedule A) (1) .0 0 MC1TE: To ensure proper
C2) 269 , 286.62 c:redii: to your a<:count,
2. Stocks and Bonds (Schedule B) ``~rbmii: they upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (:4) 2,112.6 8 tax payment.
5. Cash/Bank Depo.Sits/Misc. Personal Property (Schedule E) C5) 2,766.76
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
t8) 274, 1b6. C16
8. Total Assets _ M
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,7 6 5.5 0
10. Debts/Mortgage Liabilities/Liens [Schedule I) C10) 4 41.54
(111 13,,207.04
11. Total Deductions - ~
02
959
260
12. Net Value of Tax Return (12) - .
,
~
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Sche dule J) C13) _ ~ •0 ~
14. Net Value of Estate Subject to Tax (14) _ N 305,464.63
NOTE: I1= 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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 44 , 505.61 X 00 ~_ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate ( 16) ?60 , 959.02 x 045 N 11 , 743.16_
17. Amount of Line 14 at Sibling rate (17) .00 X 12 N~ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 N .00
19. Principal Ta:X Due ( 19 1__ 11 , 743.1.6
TOX CR FTlTT'S:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-25-2010 ~ CD013550 .00 11,743.16
BALANCE Of= UNPAID INTEREST/PENALTY AS OF 10-26-2010
TOTAL TAX PAYMENT '_ 11,743.1b
BALANCE OF TAX DUE .00
INTEREST AND PEN. ^' 423.55
TOTAL DUE _ 423.55
~ IF PAID AI=TER 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 F=OR INSTRUCTIONS.