HomeMy WebLinkAbout01-20-11•N,g,~T OF INHERITANCE TAX perlrlSy~Vanla ~
C°. ~ APPRAISE1~EiV ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUC.T:IONS AND ASSESSMENT OF TAX REV •1547 EX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
' ~.-'- ~ DATE 01-10-2011
ESTATE OF YOUNG JAMES H
~~' "-"~' ~_~ DATE OF DEATH 05-18-2009
~~' FILE NUMBER 21 10-1083
,.
,~~,~~~ COUNTY CUMBERLAND
H ANTHONY ADAMS --- ACN 101
STE 3 APPEAL DATE: 03-11-2011
4 9 W O RANG E S T (See reverse side under Objections,)
SHIPPENSBURG PA 17257 Amount Remitted __
MAKE CHECK PAYABLE AND REI'1I•T PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _ ____
REV-1547 EX AFP X12-101 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YOUNG JAMES HFILE N0.:21 10-1083 ACN: 101 DATE: 01-10-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE ()F RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00
NOTE: To ensure F~roper
2. Stocks and Bonds (Schedule B) (2) .00 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) (4) 6 0,0 0 0.00 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 (s) ___ 60 , 000.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) _
M .0 0
12. Net Value of Tax Return (12)
N 60,000.00_
~
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _
M .00
14. Net Value of Estate Subject to Tax (14) 60,000.00
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 =
_ .OiD
16. Amount of Line 14 taxable at Lineal/Class A rate (16) bD , 000.00 _
x 045 2, 700 . OID
17. Amount of Line 14 at Sibling rate (17) . 00 X 12
W_ , OID
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 _
_
X 15 OID
19. Principal Ta;c Uue _
(19) 2,700.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-01-2010 CD013576 .00 2,700.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-02-2010 TOTAL TAX PAYMENT 2 700 00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
__ ,
BALANCE OF TAX DUE .00
INTEREST AND PEN. 76.03
TOTAL DUE 76.03
IF TOTAL DUE IS REFLECTED AS A "CREDIT" C(:R), YOU MAY BE DUIE
A REFUND. SEE REVERSE SIDE OF THIS FORM F~DR IP~STRUCTIONS.
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