HomeMy WebLinkAbout02-11-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JAMES D BOGAR
ONE W MAIN ST
SHIREMANSTOWN
/~~ri~lt.~E.M~F~Y`t~A~~OWANCE TOR DI ALLOWANCE
¢'~~;; ~~HUC-T~;.~1~~ AND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
RE\I-1547 EX AFP (12-10)
`~~ # ~ ~-~ i ~ ~`~ ~~ ~ :} DATE 02-07-2011
ESTATE OF KNOTTS LOIS J
~~ER~{ ~~ DATE OF DEATH 08-21-2010
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~ FILE NUMBER 21 10-0901
.
,
f ~~I ~'~~~ai~+ ^' i F~ COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-08-2011
P A 17 01 1 ( 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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KNOTTS LOIS JFILE N0.:21 10-0901 ACN: 101 DATE: 02-07-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .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) 29, 930.13
6. Jointly Owned Property (Schedule F) C6) 8, 378.17
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 (8) 38 , 308.30
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,4 5 6.2 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16 5.0 2
11. Total Deductions (11) 16,621.29
12. Net Value of Tax Return C12) 21 , b87 . O1
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 21 , 687 . O 1
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, li', 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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ?1 , 687 _ O 1 x 045 = 975.92
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 rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 975.92
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-18-2010 CD013666 48.80 927.12
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT _ 975.92
BALANCE OF TAX DUE _ .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT'" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FO RIM FOR INSTRUCTIONS.
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