HomeMy WebLinkAbout02-11-11~ ~^ `r-~ TICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES '~C~,;,`14t~R~~~11T~~ ~~ ALLOWANCE OR DISALLOWANCE .y°
DI_PARTMENT •F REVENUE
INHERITANCE rax DIVISION ~L~.I~l;~~; F,:~I~~JDIU~TIONS AND ASSESSMENT OF TAX '
PO BOX 280601 '~ 5 i_.~~~
~`°" REV-].547 EX AFP (12-10)
HARRISBURG PA 17128-0601
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KARL E ROMINGER 9`1 `-"~-
155 S HANOVER ST
CARLISLE PA 17013
DATE 02-07-2011
ESTATE OF WALTER SR BRUCE A
DATE OF DEATH 07-04-2009
FILE NUMBER 21 09-0755
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-IJ8-2011
(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 ---- -~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS E~-
REV-15 _
_
47 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEM _
ENT, ALLOWANCE
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: WALTER SR BRUCE AFILE N0.:21 09-0755 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) 138, 000
00
2.
Stocks and Bonds (Schedule B) (2) .
2,14 0.2 0 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
0 0 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
21,221.67 tax payment.
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) _ 161 , 361 .87
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)-_ 16,019 5 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions
12. Net Value of Tax Return (11) _ 16, 019.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts
(Schedul
J) (12) _ 145,342.33
14. Net Value of Estate Subject to Tax e (13) .0 0
(14) _ 145,342.33
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17, 18
reflect figures that include the total
of ALL ,
returns assessed to d and 19 will
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 (16) 1 4~ . ~4? 33 x 045 = .
17. Amount of Line 14 at Sibling rate
(17) 6,540.40
0 0 X 12
•00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = 0 0
19. Principal Tax Due .
TAX CREDITS: (19)= 6,540.40
PAYMENT RECEIPT
DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 02-22-2011 TOTAL TAX PAYMENT
.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE
__ 6,540.40
REVERSE SIDE OF THIS FORM INTEREST AND PEN.
223.39
TOTAL DUE ~ 6,763.79
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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