HomeMy WebLinkAbout02-11-11_ _ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ' '~n~~~~t'`~~Rr/#yh~I~I~' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION t ~~(~, ~ ~ ~F ,1~!~IpIIkETI ONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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2595 INTERSTATE DR
STE 101
HBG PA 17110
C1) 220,000.00
c2) .00
c3) .00
c4) .00
C5) 32, 048.51
c6) .00
c7) .00
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: TURNER DONNA MFILE N0.:21 10-0364 ACN: 101 DATE: 02-07-2011
TAX RETURN WAS: CX) 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)
DATE 02-07-2011
ESTATE OF TURNER DONNA M
DATE OF DEATH 03-29-2010
FILE NUMBER 21 10-0364
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-I)8-2011
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
Pennsylvania \~
DEPARTMENT OF REVENUE
r
RE\/-1547 EX AFP C12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 252, 048.51
c9) , 04 . 1 9
clo) 117,317.51
11. Total Deductions X11) 142, 362.70
12. Net Value of Tax Return X12) 109, 685.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 10,0 0 0.0 0
14. Net Value of Estate Subject to Tax (14) 99, 685.81
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) 99 , 68ti . 81 X 045 = 4, 485.86
17. Amount of Line 14 at Sibling rate (17) .~ 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 X19')= 4,485.86
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
11-12-2010 CD013648 .00 4,485.86
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 4,485.86
BALANCE OF TAX DUE ~ .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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