HomeMy WebLinkAbout01-20-11NOTICE OF INHERITANCE TAX per~r~CJy~VG~I1~a ~
BUREAU OF INDIVIDLAL TAXES AF~PRA~~E'1~NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OFf2EVENUE
INHERITANCE TAX DIVISION OF DEI3~UCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601 - -
HARRISBURG PA 17128-Ob01
~, -
~, ~,__
R MARK THOMAS'~•ESQ
101 S MARKET ST
MECHANICSBURG PA 17055
DATE 01-10-2011
ESTATE OF KYLOR JACK
DATE OF DEATH 01-23-2010
FILE NUMBER 21 10-0138
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-11-2011
(See reneYSe side under Objections
Amount Remitted __
MAKE CHECK PAYABLE AND RE~4I T PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG T_H1S LINE _ ---) R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ______________
REV-1547 EX AFP X12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: K'YLOR JACK FILE N0.:21 10-0138 ACN: 101 DATE: 0:1-10-2'.011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED e
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSr.hedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Depo:;its/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun<:ral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debits/Mortgage Liabilities/Liens (Schedule I)
(1) .00
(2) .0D
(3) .00
(4) .00
(5) 17 , 706.91
(6) .00
(7) 15,505.91
NGTE: To ensure proper
credit. to your account,
submit. the upper portion
of this form with your
tax payment.
(8) ___ 33,212.82
(9) 6 , 831.83
(lo) 567.76
(11) 7,399.59
11. Tot<sl Deductions _~ $13.23
25
12. Net Value of Tax Return t12) _w ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _~ 1,0 3 0.7 3
14. Net Value of Estate Subject to Tax (14) _M 24,782.50
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 (15) .0 0 X 0 0 N .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate ( 16) 24 , 782.50_ X 045 M 1 , 115.21
17. Amount of Line 14 at Sibling rate (17) .00 X 12 M~ .00
18. Amount cf Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 M~ .00
Principal
19 Tax Due ( 19)~ 1 , 115.2.1
.
TAY ~'L?F'T1TTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-25-2010 lCD013543 .00 1,115.21
01-03-2011 SBADJUST .00 .25
TOTAL TAX PAYMENT ~_ 1,115.21
BALANCE OF TAX DUE .00
INTEREST AND PEN. ~ .00
TOTAL DUE .00
* IF PAID Ai=TER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLE(:TED AS A "CREDIT" (:(:R), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM F"OR INSTRIICTIONS.
. ~ ~.,} ,~