HomeMy WebLinkAbout01-31-11NOTICE OF INHERITANCE TAX pennsyLvania ~~
BUREAU OF INDIVIDUAL TAXES r
A AISEtfiEN7 ,14~~~WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION '8'~,,DEDUCTIOhIfS !AND ASSESSMENT OF TAX
PO BOX 280601 - REV-1547 IX AFP t12-10)
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HARRISBURG PA 17128-0601 '~' `
ANTHONY L DELUCA ESQ
113 FRONT ST
PO BOX 358
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BOILING SPRINGS PA 17007
DATE 01-17-2011
ESTATE OF HENRY PORTER R
DATE OF DEATH 08-12-2010
FILE NUMBER 21 10-0860
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-18-2011
(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 T_H IS L I NE - - - - ---- R_ ETA_ IN LOWER PO R
TION
FOR YOUR RECO
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REV-15 _
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47 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HENRY PORTER RFILE N0.:21 10-0860 ACN: 101 DATE: 01-17-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 0 0
2.
Stocks and Bonds (Schedule B) C2) .
,Q Q NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
0 0 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) t5) .
121,412.23 tax payment.
6. Jointly Owned Property (Schedule F) C6) 125, 483.29
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: t8) 246 , 895.52
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) _ 1 3.747.97
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,214.9 3
11 . Total Deductions
12.
Net Value of Tax Return C11) 15, 962.90
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule C12)
J) C13) 230, 932.62
.0 0
14. Net Value of Estate Subject to Tax
C14) 230,932.62
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 ass
d
ASSESSMENT OF TA esse
to date.
X:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
11-10-2010 CD013632 519.60
t15) .00 X 00 = .00
C16)_ ?3n . 9~7. 6 x 045 = 10 , 391.97
C17) _ nn x 12 = . 00
c18) .00 X 15 = .00
t19)= 10, 391.97
AMOUNT PAID
,872.
TOTAL TAX PAYMENT 10,391.97
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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