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HomeMy WebLinkAbout02-11-11BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 KENT L WHITING 1212 C L SCHOOL SUMMERVILLE NOTICE OF INHERITANCE TAX APP M~N~,, ,~L,hpCE OR DISALLOWANCE .~. + ~~i 0 ~ +~'~NC~I`©NS~. ASSESSMENT OF TAX fir? i.' ~ ,t RD PA 15864 APPEAL DATE: 04-08-2011 (See reverse side under Ob%ertions ) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 "~~ ' ~ ~, R-- DATE 0 2 - 0 7 - 2 01 1 ~~ ~ : ~"~ i ~ ~' ~~` fg ~ ESTATE OF WHITLING ELNA M DATE OF DEATH 08-02-2010 CLF~K(~~ FILE NUMBER 21 10-0934 ~h~~~<<~~!`; ~(?~~?T COUNTY CUMBERLAND ~~t;~Q~..~~'!"~i. ,~,',![~~ '~`~ . ~~; ACN 101 CUT ALONG THIS LINE----- ~ --R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ___________ REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: WHITLING ELNA MFILE N0.:21 10-0934 ACN: 101 DATE: 02-07-2011 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) 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) cl) 61,218.00 c2) .00 c3) .00 C4) .00 c5) 3, 000.00 c6) 3, 258 .86 ~7) .00 Pennsylvania ~ DEPARTMENT OF REVENUE RE1/-1547 EX AFP (12-10) NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. cs) 67 , 476.86 C9) 8 , 696.00 clo) .00 11. Total Deductions C11) 8, 696.00 12. Net Value of Tax Return C12) 58, 780 .86 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax (14) 58,780.86 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 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: c15) .00 X 00 = .00 c16) X8.780.86 x 045 '= 2,645.14 c17) _ 00 x 12 _ . 00 C18) .00 X 15 = .00 c19~'= 2,645.14 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 11-05-2010 CD013618 .00 2,498.49 rp-YMtni MuSi BE MADE BY 05-02-2011*. * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX PAYMENT _ 2,498.49 BALANCE OF TAX DUE _ 146.65 INTEREST AND PEN. .00 TOTAL DUE ~ 146.65 IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 'r~1: