HomeMy WebLinkAbout02-07-11t't~~,~~r ~~~ ~ r'~~~?~1I~ICE OF INHERITANCE TAX pennsylvania ~ ~'~
BUREAU OF INDIVIDUAL TAXES ~?~ '",~ ,.P,RAIS;E~ENT, ALLOWANCE OR DISALLOWANCE ~
t ~~. I,; : ,~, , ~,~ ~' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~B'~CTIONS AND ASSESSMENT OF TAX '
PO BOX 280601 RE:V-:L547 EX AFP (12-10)
HARRISBURG PA 17128-0601
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DATE 01-31-2011
~,f .~~ ESTATE OF HORGAN KATHERINE P
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Cy~A,;~ ,~f,-~, ,~_,~. DATE OF DEATH 12-24-2005
(~I Ok}~! ~ `~~'~ ~°`'''~`'' FILE NUMBER 21 06-0103
MISTERY K HORGAN COUNTY CUMBERLAND
ACN 101
5E GLOUCESTER ST APPEAL DATE: 04-01-2011
H B G P A 1710 9 (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 f- _
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HORGAN KATHERINE PFILE N0.:21 06-0103 ACN: 101 DATE: 01-31-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 601,680.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) 40, 012.45 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) Hof this form with your
(4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 4,7 31.4 4
6. Jointly Owned Property (Schedule F) (6) 70,393.74
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
c8) 756.817.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ ~ 5, ~_~g
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 158,806.27
11. Total Deductions X11) _ 194, 057.45
12• Net Value of Tax Return (12) 562,760.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) _ _ 562, 760.18
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 (16) ~6? . 7b0 1 8 x 045 = 25, 324.20
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = •0 0
19. Principal Tax Due .0 0
c19)= 25, 324.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-05-2007 CD007981 .00 19,000.00
07-22-2009 CD011524 875.80- 7,200.00
06-18-2010 CD012948 560.91- 2,024.56
TOTAL TAX PAYMENT 26,787.85
BALANCE OF TAX DUE __ 1,463.65CR
INTEREST AND PEN. _ .00
TOTAL DUE 1,463.65CR
* 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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