HomeMy WebLinkAbout02-07-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TARE t1r~~,=l~P~,~~I3g T, ALLOWANCE OR DISALLOWANCE
INHERITANCE r,ax DIVISION ~~~`'` ''-'-•-' OF ~ TIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~` i.
HARRISBURG PA 17128-0601 •- - _ ~- ~._~>
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PETER J RUSSO~i,r,~-,~ r,,,~ ~ pj~
STE 100
5006 E TRINDLE RD
MECHANICSBURG PA 17050
cl) 157, 300.00
c2) .00
c3) .00
c4) .00
c5) 26,819.85
c6) 5, 389.72
c7) .00
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: BEAVER (LAIR RFILE N0.:21 10-0490 ACN: 101 DATE: 01-25-?011
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHFTI NC1TTf F
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)
_;
pennsylvan~a ~ ~ :-'
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 189 509.57
c9) - 9 , 533.04
clo) 47,913.35
11. Total Deductions X11) 57,446.39
12. Net Value of Tax Return C12) ~ 132, 063.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 132, 063.18
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) _ l ~? , 06 . 1 8 x 045 = 5, 942.84
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 ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due c19)= 5,942.84
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-05-2010 CD013614 .00 6,221.81
TOTAL TAX PAYMENT __ 6,221.81
BALANCE OF TAX DUE _ 27g.97CR
INTEREST AND PEN. .00
TOTAL DUE 278.97CR
* 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.
DATE 01-25-2011
ESTATE OF BEAVER (LAIR R
DATE OF DEATH 05-05-2010
FILE NUMBER 21 10-0490
COUNTY CUMBERLAND
ACN 101
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
FEV-1470 EX !01-10;
r_ <~
~ Pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRI BURG PA 17128 0601
DECEDENT'S NAME
Clair R Beaver
REVIEWED BY
Yvonne Bricker
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
2110-0490
ACN
101
SCHEDULE INO.
EXPLANATION OF CHANGES
E 1 4 5 The proceeds of life insurance policies on the life of the decedent are not subject to tax in
' the decedent's estate.
ROW
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