HomeMy WebLinkAbout02-07-11NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TA?C~S~ '-~ A'~'~1~.~1,1~!EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
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~~' aF;DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~~ F .,;~ 1:.,,:1 REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601
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DATE 01-25-2011
ESTATE OF CLIFFORD MARIE A
~`,~~~?..~ 1~' DATE OF DEATH 0$-20-2009
GF~~FfHa~,~l4 ;~'~ j{ ~~~r FILE NUMBER 21 09-0900
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TR I C IA D NAD~I~~~~~~ ~~ uu•.. ~ N, COUNTY CUMBERLAND
19 W S STREET ACN
101
C A R L I S L E P A 17 013 APPEAL DATE: 03-26-2011
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO•
REGISTER OF WILLS •
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR TION
FOR YOUR RECORDS F--
_
REV-1547 EX AFP C12-I0~ NOTICE OF INHERITANCE _
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: CLIFFORD MARIE AFILE N0.:21 09-0900 ACN: 101 DA
TE: 01-25-2011
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALU
E OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) .0 0
IVOTE: To ensure proper
049
(2) 1
943
dit
59 c
3. Closely Held Stock/Partnership Interest (Schedule ,
,
re
.
to your account,
:submit the u
C)
4. Mortgages/Notes Receivable (Schedule D) pper portion
~3) •0 0
of this form with your
(4)
00
•
1tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1 , 218, 752.88
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) (6) .0 0
~7) 7, 000.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ce) _ 2,275,696 47
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedu le H)
71
10. Debts/Mortgage Liabilities/Liens (Schedule I) C9)--
6 ? 0
C10) _ 17,669.56
11. Total Deductions
12. Net Value of Tax Return C11) _, 88,895.76
13. Charitable/Governmental Bequests; Non-elected 9113 X12) -. 2'18 6,8 0 0.71
Tr
t
14. Net Value of Estate Subject to Tax us
s (Schedule J)
c13) .00
NOTE: If c14) __ 2,186,800.71
an assessment was issued previously,
1
7
reflect figures that include the total o and 19 will
of
ALL ret
,
ASSESSMENT OF TAX• urns assessed
to
d t
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
11-19-2009 CD012007 4,920.30
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
c15) .00 X 00 = .00
c16) ~,lg6,snn 7] x 045 = 98,406.03
c17) nn x 12 = _ .00
c18) .00 X 15 = .00
c19)_ 98,406.03
AMOUNT PAID
108,000.0
TOTAL TAX PAYMENT _ 112,920.30
BALANCE TFO AX DUE
_ 14,514.27CR
INTEREST AND PEN. _ .00
TOTAL DUE 14,514.27CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
f
REV-1470 EX (01-10)
• -
~ pennsylvan~a
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128 0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
Marie A. Clifford
REVIEWED BY
Sheila Megonnell
ITEM
SCHEDULE NO.
A
FILE NUMBER
2109-0900
ACN
101
EXPLANATION OF CHANGES
The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of the
suspended item is determined.
ROW
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