HomeMy WebLinkAbout01-31-11.NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES~`_ A~PR,AI$:Eh~~hIT, ALLOWANCE OR DISALLOWANCE pennsylvanla ~,
INHERITANCE TAX DIVISION OF D~~DpCTI ONS AND ASSESSMENT DF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 IX AFP C12-10) r`
HARRISBURG PA 17128-0601
.._1 ,;:'- DATE 01-25-2011
ESTATE OF HODGE TILLIE R
^~ r_:~-,!~ '~:`- DATE OF DEATH 02-09-2010
~~~ ,~,~ * ,• 4 ~~~- FILE NUMBER 21 10-0406
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ANDREW J BENDE~ COUNTY CUMBERLAND
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61 W LOUTHER ST ACN 101
CA R L I S L E PA 17 013 APPEAL DATE: 03-26-2011
(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 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 DF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HODGE TILLIE RFILE N0.:21 10-0406 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) 338,568.14 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4)
00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule .
tax payment.
E) C5) 126,521.52
6. Jointly Owned Property (Schedule F) C6) 55, 286.05
7. Transfers (Schedule G) C7) 838, 783.16
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) 1,359,158.87
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ 85.61 3 _ 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6 21.4 3
11. Total Deductions
12• Net Value of Tax Return C11) 86,234.43
C12) 1 , 272, 924.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sched
l
J
14. Net Value of Estate Subject to Tax u
e
) C13) .0 0
C14) 1 , 272, 924 .44
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
reflect figures that include the total of ,
,
ALL returns assessed to d to and 19 will
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
0 0
0 0 =
16. Amount of Line 14 taxable at Lineal/Class A rate .
x
.0 0
C16) _0 0 x 0 4 5 =
17. Amount of Line 14 at Sibling rate .0 0
C17)
18. Amount of Line 14 taxable at Collateral/Class B rate oo x 12 = .00
C18) 1 , 272, 924.44 X 15 = 190
938
67
19. Principal Tax Due ,
.
TAX CREDITS:
c19)= 190, 938.67
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-03-2010 CD012689 3
684
21
05-03-2010
CD012691 ,
.
5
263
16 70,000.00
11-09-2010
CD013624 ,
. 100,000.00
.00 11,991.57
TOTAL TAX PAYMENT 190,938.94
BALANCE OF TAX DUE .27CR
INTEREST AND PEN. .00
TDTAL DUE .27CR
* 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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