HomeMy WebLinkAbout01-31-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
wQT'1~(~}OF INHERITANCE TAX
~ `.APPRA-ISfME~~'F ALLOWANCE OR DISALLOWANCE
_ 0';F DEDUCT'I'dNS AND ASSESSMENT OF TAX
.~„ }~ ~ j~
ELIZABETH K MORELLI~~3„Cl' , _.
5 HEARTHSTONE CT 201
READING PA 19606
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 01-25-2011
ESTATE OF SOWERS HELEN P
DATE OF DEATH 05-13-2009
FILE NUMBER 21 09-0540
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-26-2011
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-103 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: SOWERS HELEN PFILE N0.:21 09-0540 ACN: 101
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OR
DATE: 01-25-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 76, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 916.3 2 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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 95.0 0
6. Jointly Owned Property (Schedule F) (6) 1 , 938.47
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) _ 78 , 949.79
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 13.5 9 9.0 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,8 4 9.8 4
11. Total Deductions C11) 21,448.88
12. Net Value of Tax Return (12) 57,500.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 57,500.91
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 57.00.91 x 045 = 2,587.54
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 2,587.54
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-03-2010 CD013734 83.40- 2,670.94
TOTAL TAX PAYMENT 2,587.54
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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 OF THIS FORM FOR INSTRUCTIONS.