HomeMy WebLinkAbout01-31-11• -,~ NOTICE ::DE'~:=INHERITANCE TAX Pennsylvania ~~T
A~P_RAISEMENT
__
BUREAU OF INDIVIDUAL TAXES a. I~L,~~OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~F ; D~DUC.TIdNS -'AND ASSESSMENT OF TAX
PO BOX 280601 `- REV-1547 IX AFP C12-10)
HARRISBURG PA 17128-0601
GERALD J SHEKLETSKI
414 BRIDGE ST
PO BOX E
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NEW CUMBERLAND PA 17070
DATE 01-17-2011
ESTATE OF PETERS BETTY F
DATE OF DEATH 08-26-2009
FILE NUMBER 21 09-1086
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 SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE - --~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS F--
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PETERS BETTY FFILE N0.:21 09-1086 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) 150, 000
00
2. Stocks and Bonds (Schedule B) C2) .
0 0 NOTE: To ensure proper
c
dit
. re
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) C5) .
3,4 81.7 9 tax payment.
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 153,481.79
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)__ 54,16 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 66,799.03
11. Total Deductions
12. Net Value of Tax Return C11) 120,967.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule C12)
J) 32,514.56
14. Net Value of Estate Subject to Tax C13) .0 0
C14) 32,514.56
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)_ 37 .
.514 6 X 045 =
17. Amount of Line 14 at Sibling rate C17) 1,463.16
18. Amount of Line 14 taxable at Collateral/Class B rate C18) _f10 X 12 =
0 0
15 =
•0 0
19. Principal Tax Due .
X .0 0
TAX CREDITS: C19)= 1,463.16
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
09-1b-2010 CD013371 18
19
.
- 1,482.80
TOTAL TAX PAYMENT 1,464.61
BALANCE OF TAX DUE 1.45CR
INTEREST AND PEN. .00
TOTAL DUE 1.45CR
* 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.
V.~