HomeMy WebLinkAbout01-20-11NOTICE OF INHERITANCE TAX
~~ - ~ APRRAIsaE=M _ ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES - -- -~
INHERITANCE TAx DIV1s1DN ~. 'OF D'Efl~U'C' IONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 - '
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SHARON D TAYLOf~~
30 BEARD RD
MEC:HANICSBURG PA 17050
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 01-10-2011
ESTATE OF EBERT OLIVE J
DATE OF DEATH 03-03-2010
FILE NUMBER 21 10-0142
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-11-2011
(See rwerse side under Obj~e~°tions)
Amount Remitted __
MAKE CHECK PAYABLE AND REIN :IT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EBERT OLIVE JFILE N0.:21 10-0142 ACN: 101 __________
OR
DiATE: 01-10-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1} 165, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2} .00 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3) . 00 =submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 12, 050 .43
6. Jointly Owned Property (Schedule F) (6) 22,859.27
7. Transfers (Schedule G) (7) 10 , 142.64
8. Total Assets ( 8) -__ 210 , 052. ;>4
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedu le H) (q} 17.020.80
10. Debts/Mart:gage Liabilities/Liens (Schedule I) (10) 6 3 3.4 3
11. Total Deductions (11) _
~ 17.,654.23
12. Net Value of Tax Return (12} _
_ 192,398.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _
~ 94 2.8 7
14. Net Value of Estate Subject to Tax ( 14} 191 ,.455.24
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) .00 X 00 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate ( 16) 1 91 . 45~ . 4 X 045 ° 8 , 615.49
17. Amount of Line 14 at Sibling rate (17) _
_0 0 X 12 =_ .0 0
M
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .0 0
19. Principal Tax 1)ue (19}° 8, 615.49
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-03-2010 CD012680 430.77 8,925.00
TOTAL TAX PAYMENT __ 9 , :-55 . 77
BALANCE OF TAX DUE __ 740.28CR
INTEREST AND PEN. .00
TOTAL DUE 7'40.28CR
* 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 DF THIS FORM FDR INSTRJCTIONS.
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