HomeMy WebLinkAbout01-31-11NOTICE OF INHERITANCE TAX pennsylvania ~ f.
~'! 'APPRAt-5E'M~' ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~ DEPARTMENT OF REVENUE
:'0F II~DItI;TIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ ;,:; REV-1547 IX AFP (12-10)
HARRISBURG PA 17128-0601
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DATE 01-17-2011
ESTATE OF ROBERTS FRANCES R
~~ ~~`.~ ~~~'~- DATE OF DEATH 10-27-2009
~~ _~~ ~ f •t-;~
~ ~-- -' ~ i
~ FILE NUMBER 21 10-0096
" ' `~ ' `'
'~
STEPHEN L BLO01~~' ~ ~ ' ~ ' ' ;~: COUNTY CUMBERLAND
60 W POMFRET ST ACN
101
APPEAL DATE: 03-18-2011
C A R L I S L E P A 17 013 (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 ---- -~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS E--
_
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE _
TAX APPRAISEMENT, ALLOWANCE _ _
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROBERTS FRANCES RFILE N0 .:21 10-0096 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) 53, 000
00
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)
00 of this form with your
5. .
Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2,5 5 8.5 7 tax payment.
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
APPROV
ED DEDUCTIONS AND EXEMPTIONS: Cs) 55 , 558.57
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) C9) 0,17 .~ 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 41.692.10
11. Total Deductions
12•
Net Value of Tax Return C11) 61,865.57
13.
Charitable/Governmental Bequests; Non-elected 911 C12)
3 Trusts (Schedule J) C13) 6,307.00-
.0 0
14. Net Value of Estate Subject to Tax
C14) 6,307.00-
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18
reflec
t figures that
include the total
of ALL ,
returns assessed ,
and
to date 19 will
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) 0 0 X 0 4 5 = .
17. Amount of
Line 14 at Sibling
rate
C17) .00
18. Amount of
Line 14 taxable at
Collateral/Class B ra
te C18) 0 0
.0 0 X
X 12 =
15 =
.00
0 0
19. Principal Tax Due .
TAX CREDITS:
C19)=
. 00
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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.