HomeMy WebLinkAbout02-07-11~~~ ~--,'; ~ , ~ ~: ~, t-~~~ ~OTICE OF INHERITANCE TAX pE'nnSy~Van~a ~ `?
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BUREAU OF INDIVIDUAL TAX~~r r ~-. ~-~?P;RSAI~EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~ '~ `~ ~~``~DUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (12-10)
PD BOX 280601
HARRISBURG PA 17128-0601 _
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ROGER B IRWIN ESQ
60 W POMFRET ST
CARLISLE PA 17013
DATE 01-31-2011
ESTATE OF NEWKAM IMELDA C
DATE OF DEATH 09-14-2010
FILE NUMBER 21 10-1011
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-01-2011
(See reverse side under Otrjeetions
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS !~-
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: NEWKAM IMELDA (FILE N0.:21 10-1011 ACN: 101 DATE: 01-31-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
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)
C1) .00
c2) 49, 704.35
C3) .00
C4) .00
C5) 250,300.15
C6) .00
C7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 300 , 004.50
C9) 26 , 238. 4
c l o ) 24.54
11. Total Deductions C11) 26,262.96
12. Net Value of Tax Return C12) 273, 741.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 273,741.54
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 tai 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 C16) 273.741. F:4 X 04~i = 12, 318.37
17. Amount of Line 14 at Sibling rate C17) _ 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due C1`•-~)= 12,318.37
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-30-2010 CD013721 615.92 11,702.45
TOTAL TAX PAYMENT 12,318.37
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), YOU MAY BE DUE
FOR CALCULATION OF ADDITIDNAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.