HomeMy WebLinkAbout02-11-11NOTICE OF INHERITANCE TAX pennsylvania ~ ~
B
~ I
UREAU OF INDIVIDUAL TAXES
SEM~~T ALLO
Rat,., ~' 4`
INHERITANCE TAX DIVISION
~
t g
t .
WANCE OR DISALLOWANCE
DEPARTMENT OF REVENUE
.
.~
L
~
PD Box zso6ol r,~.-, , NS A
ND ASSESSMENT OF TAX
~-~+( ~ _ ~!(: ~ (~
HARRISBURG PA 17128-0601 ' ~1 ~ `'"
~! ~ RE'V-1547 EX AFP (12-10)
,
J
~.E~ ~ ~ ~` ~~ ` ~
~ ~ - 2011
F
~ ' '~ ~ ESTATE OF MORAN
BARBARA A
DATE OF DEATH 08-20-2009
C1..E~~( ~~ FILE NUMBER 21 09-0993
~~~~~F~~
~ lJ~~~~T
PATRICK F MORAN CU~~~t~=~~ ~,,,~~ ,-, COUNTY CUMBERLAND
~, P~
441 N WALNUT ST ACN
101
W E S T C H E S T E R P A 19 3 8 0- 2 4 5 5 APPEAL DATE: 04-(Ig-2011
(See reverse side under Objections
Amount Remitted ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --~ R_ETA_IN LOWER POR
TION
FOR YOUR REC
O
R
D
S
F
-
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE _
_
_
_
_
_
___
_
___
TAX APPRAISEMENT ~• --"---------
CE OR
A
O
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT
OF
TAX
ESTATE OF: MORAN BARBARA AFILE N0 .:21 09-0993 ACN:
101 DAT
E: 02-07-2011
TAX RETURN WAS: C X) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 127,500
00
2. Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule (2) .0 0 credit to your account,
C) ~3) ,0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4)
0 0
.
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,212.0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G)
(7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) _ 131,712 00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H)
41
10. Debts/Mortgage Liabilities/Liens (Schedule I) ,$ O1 0 0
(9)
C10) 74,62$.00
11. Total Deductions
12. Net Value of Tax Return cll) 116,429.00
-
13. Charitable/Governmental Bequests; Non-elected 911 - 15'28 3.0 0
3 Trusts (Schedule j)
14. Net Value of Estate Subject to Tax (13)
- .0 0
c14) __ 15,283.00
NOTE: If an assessment was issued previously,
lines 14, 15 and/or 16
17
18
reflect figures that include the total ,
,
and 19 will
of ALL returns
ASSESSMENT OF TAX: assessed to date.
15. Amount of Line 14 at Spousal rate (15) .0 0
0 0 =
16. Amount of Line 14 taxable at Lineal/Class A rate _•
X
• 00
(16) 1 S
7$~
17. Amount of Line 14 at Sibling rate ,
00 X
045 = 687.74
-
C17)
nn x 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18)
0 0
15
19. Principal Tax Due .
x
= .00
TAX CREDITS: c19)= 687.74
_
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-19-2010 CD013681 13 84-
. 1,000.00
TOTAL TAX PAYMENT 986.16
BALANCE OF TAX DUE 298.42CR
INTEREST AND PEN. _ .00
TOTAL DUE 298.42CR
* 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.
~~