HomeMy WebLinkAbout02-11-11 (4)NOTICE OF INHERITANCE TAX
R~',^~~'~'1/1-~-t~E~, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~.+',.•~ `-
INHERITANCE TAx DIVISION ~ ; ~' B.F.. DE~~G;YIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~~-~ - ~ ~ l't,"`'~~
HARRISBURG PA 17128-0601
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BETTY S SHEAFFEr~,,UPu~~~:-`~4..~fi`~t ~`~1 • ~~
658 MAHANNY VALLEY RD
DUNCANNON PA 17020
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REV-1547 EX AFP C12-101 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TURNER GUY BENJA FILE N0.:21 10-0921 ACN: 101 DATE: 02-07-2011
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania' ~- ~
DEPF~RTMENT OF REVENUE
REV-1547 EX AFP C12-10)
NOTE: To ensure proper
credit to your account,
:>ubmit the upper portion
of this form with your
tax payment.
~$) 306,336.00
c9) 1 , 861.00
clo) .00
X11) 1,861.00
11. Total Deductions 304,475.00
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 304,475.00
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 304 ,475.00 x 045 = 13, 701.37
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19')= 13,701.37
TAY CRFT)TTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
11-15-2010 CD013649 683.56 12,987.73
PAYMENT MUST BE MADE BY 05-29-2011*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE 02-07-2011
ESTATE OF TURNER GUY BENJA
DATE OF DEATH OS-29-2010
FILE NUMBER 21 10-0921
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-0$-2011
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 13,671.29
BALANCE OF TAX DUE 30.08
INTEREST AND PEN. .00
TOTAL DUE 30.08
IF TOTAL DUE IS REFLECTED AS A "CREDIT'" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~
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REV-1470 EX (01-10)*,
~ pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Benjamin G Turner 2110-0921
REVIEWED BY ACN
Brett Walker 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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