HomeMy WebLinkAbout01-31-11NOTICE OF INHERITANCE TAX Pennsylvania ~ ~
BUREAU OF INDIVIDUAL TAXES ~ AiP1~RAISEMENT::, 4 J1~CLLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION - O-F DEDUC•T~I~(3NS AND ASSESSMENT OF TAX
PO BOX 280601 !- - REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601 "`"
_ ~ ~~; ~ _ ~ DATE 01-25-2011
ESTATE OF HENRY JOYCE L
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~,~~ DATE OF DEATH OS-17-2010
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r`~-~(,~ ,,~,, •, ,- ..,,~ FILE NUMBER 21 10-0897
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ROGER B IRWIN ~;~~~'°.P r r''
`~ ~; '-'-'~ COUNTY CUMBERLAND
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60 W POMFRET ST ACN 101
APPEAL DATE: 03-26-2011
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--
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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: HENRY JOYCE LFILE N0 .:21 10-0897 ACN: 101 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)
0 0
2. Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
C2) ,0 0 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) of this form with your
t4)
0 0
5. Cash/Bank Deposits/Misc. Personal Property (Sched .
tax payment.
ule E) (5) 140,348.15
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 48,827.19
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) 189.175.34
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .6 8 9.9 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.8 9 b.9 2
11. Total Deductions C11) 14,586.82
12. Net Value of Tax Return C12) 174,588.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 174:588.52
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). 1 74 . 88 ~7 x 045 = 7, 856
48
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 C18) .0 0 X 15 =
0 0
19. Principal Tax Due .
TAX CREDITS: C19)= 7,$56.48
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
11-12-2010 CD013640
392.82 7,463.66
TOTAL TAX PAYMENT 7,856.48
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.
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