HomeMy WebLinkAbout01-31-11~- ~: ~;
r _ ,_ _ ,._ ,~.pTICE OF INHERITANCE TAX pennsyLvania ~
BUREAU OF INDIVIDUAL TAXES APPRA~S~.~~IENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF ~ D~.DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - - REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601
ti~ ~ ~ .- ° i- DATE 01-17-2011
ESTATE OF KARL MARY F
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i., ..,.._ i"~ ._ . DATE OF DEATH 08-13-2010
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FILE NUMBER 21 10-0886
EDWARD J KAR~iJ4 A!~ ~' ~' '~~ r'r4~. COUNTY CUMBERLAND
321 WOODRUFF WAY ACN 101
APPEAL DATE: 03-18-2011
H A R R I S B U R G P A 17112 - 9 0 3 4 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL ONG THIS LINE ---- --~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS ~
_
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE _
TAX APPRAISEMENT, ALLOWANCE _
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KARL MARY FFILE N0 .:21 10-0886 ACN: 101 DATE: 01-17
-2011
TAX RETURN WAS: C X) ACCEPTE D AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1)
0 0
2.
Stocks and Bonds (Schedule B) .
C2) 179,832.75 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)
00 of this form with your
5. .
Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,0 0 0.0 0 tax payment.
6. Jointly Owned Property (Schedule F) C6) 119,223.58
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
APPROV
ED DEDUCTIONS AND EXEMPTIONS: Cs) 300 , 056.33
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) C9)- 11,7 8 6 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions
12•
Net Value of Tax Return C11) 11,782.68
13.
Charitable/Governmental Bequests; Non-elected 911 C12)
3 Trusts (Schedule J) C13) 288,273.65
.0 0
14. Net Value of Estate Subject to Tax
(14) _ 288 273.65
NOTE: If an a ssessment 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) 788 .773 _ 6S X 045 = .
12
972
31
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = ,
.
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = •0 0
00
19. Principal Tax Due .
TAX CREDITS: C19)=
12,972.31
PAYMENT MUST BE MADE BY 05-13-2011*.
~I~J `
* 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.