HomeMy WebLinkAbout02-07-11r~-`,~-,r, ~~-~, ,.,,;---}}~~-, NOTICE OF INHERITANCE TAX
~''~ ~-~-~ ~' ~~ " ~+i~P~~3EMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL T~gi~E,~ ~" "?~~` DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ; ;~; ~{~, ~ ;-; , y :" , ,;4,, ,~
PO BOX 280601
HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
RE:V-:L547 IX AFP (12-10)
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137 PARK PLACE WEST
SHIPPENSBURG PA 17257
ESTATE OF HENDERSON WILLIAM L
DATE OF DEATH 09-04-2010
FILE NUMBER 21 10-0933
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-01-2011
(See reverse side under 0lijections )
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: HENDERSON WILLIAM LFILE N0.:21 10-0933 ACN: ~ni oeTF~ n,_z,_~n „
TAX RETURN WAS: C 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) C2) 281 , 027.87
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) C4) 13, 478.78
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 42,472.14
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 9,944.78
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets c8) 346 , 923.57
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4 0.6 7 0.3 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,36 4.7 3
11. Total Deductions (11) 42, 035.06
12. Net Value of Tax Return C 12) 304, 888.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 304,888.51
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 1'7, 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 C 16) R3 , b80 _ 71 X 045i = 3, 765.63
17. Amount of Line 14 at Sibling rate (17) _n 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 221 , 207.80 X 15 = 33, 181.17
19. Principal Tax Due C15')= 36,946.80
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-03-2010 CD013733 1,847.34 35,099.46
TOTAL TAX PAYMENT 36,946.80
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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