HomeMy WebLinkAbout02-07-11NOTICE OF INHERITANCE TAX
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HARRISBURG PA 17128-0601
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Df:PARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 01-31-2011
ESTATE OF MITTLESDORF GERTRUDE
DATE OF DEATH 02-13-2010
FILE NUMBER 21 10-0242
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-01-2011
(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-- _ ________
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE: OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MITTLESDORF GERTRUDE FILE N0.:21 10-0242 ACN: 101 DATE: 01-31-?0ll
TAX RETURN WAS: (X) 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) ~2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) ~4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 380,012.99
6. Jointly Owned Property (Schedule F) (6) 123, 302.69
7. Transfers (Schedule G) (7) .0 0
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets c8) 503.315.68
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 34.9 5 8.6 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9,8 39.0 2
11. Total Deductions C11) 44, 797.71
12. Net Value of Tax Return (12) 458,517.97
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) 1,0 0 0.0 0
14. Net Value of Estate Subject to Tax C14) 457,517.97
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 d ate.
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 (16) 4S7 . l 7 _ 97 X 045 = 20, 588.31
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due (19)= 20,58$.31
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCDUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-26-2010 CD012797 .00 16,700
00
11-30-2010 CD013717 .00 .
3,009.39
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AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT _ 19,709.39
BALANCE OF TAX DUE 878.92
INTEREST AND PEN. 13.58
TOTAL DUE 892.50
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORh1 FOR INSTRUCTIONS.
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