HomeMy WebLinkAbout01-20-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES- ~APPRA~~-SfEh~F~-NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAx olvlsloN OF 'DEDI~~CTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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BARIC SCHERER~
19 W SOUTH ST
CARLISLE PA 17013
(1) .00
(2) .00
(3) .00
(4) .00
c5) .00
(6) .00
(7) 159,947.72
CUT ALONG THIS LINE --)--RETAIN-LOWER_PORTION FOR YOUR RECORDS E-
REV-1547 EX AFP X12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE 01~
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MARTIN ELIZABETH MFILE N0.:21 10-0235 ACN: 101 DATE: 0:1-10-2'011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED __ __
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks sand Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deioosits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
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DEPARTMENT OF f2EVENUE
REV-1547 EX AFP (12-10)
hIOTE: To ensure proper
credit: to your account,
submit, the upper portion
of this form with your
tax payment.
~$) ___ 159 , 947.7'2
(9) 10 , 612 . 8b
(lo) 3,718.13
( 11) 14 , 330.99
11 . Total Deductions -^ _
145 , 616.73
12. Net Value of Tax Return ( 12) __ _
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts tSchedule J) (13) _,_ _~~ .0 0
Ta
t t
b (14) 145,616.73
14. x
jec
o
Net Value of E:>tate Su __ _
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 sand 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 00 ~~ .00
16 . Amount of Line 14 taxable at Lineal/Class A rate ( 16) 1 4S , 6 ] 6.73 X 045 ~ 6 , 552.7!5
17. Amount of Line 14 at Sibling rate (17) . 00 X 12 _ _ . UO
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 N .OID
(19)_ 6,552.7!
19. Principal Tax I)ue _
TAY t`1?CT1TT'C
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
11-03-2010 CD013593 .00 6,552.75
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-04-2010
DATE 01-10-2011
ESTATE OF MARTIN ELIZABETH M
DATE OF DEATH 01-20-2010
FILE NUMBER 21 10-0235
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-11-2011
(See reverse side under Objections )
Amount Remitted __
MAKE CHECK PAYABLE AND RE~'1IT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT ~ b,552.75
BALANCE OF TAX DUE .00
INTEREST AND PEN. _ 10.09
TOTAL DUE _ 10.09
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" ((:R), YOU MAY BE DUIE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM F=OR IfJSTRUCTIONS.
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