HomeMy WebLinkAbout02-11-11(p~ _ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~'•~t~~f ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ^r'f ,~~F~ ~-D(~~~'~N$ AND ASSESSMENT OF TAX
PO BOX 280601 ~{--1 - ,~,;
HARRISBURG PA 17128-0601
Pennsylvania ~ ~~~
Df=PARTMENT OF REVENUE
REV-~15~47 IX AFP C12-10) r
r, ~ t " L~ ~ ~ ~',' ~~;~~'`~ :3 DATE 02-07-2011
ESTATE OF FREET FRANCES E
~~~Rt~~" DATE OF DEATH 02-17-2010
Q~1fli~~`~_,-,~-~~J~T FILE NUMBER 21 10-0197
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MAR( ROBERTS ESQ C~~~'~:~~: ;
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-/ COUNTY CUMBERLAND
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149 E MARKET ST
ACN 101
YO R K PA 17 4 O 1 APPEAL DATE: 04-08-2011
(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
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TA _
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DISALLOWANCE OF DEDUCTION S AND ASSESSMENT
OF
TAX OR
ESTATE 0F: FREET FRANCES EFILE N0.:21 10-0197 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) C1) 235, 100.00
NOTE: To ensure proper
3. Closely Held Stock/Partnershi
I
t C2) 777, 191.42 credit to your account,
p
n
erest (Schedule C)
C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
~ ~ of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule '
E) (5) 316, 003.35 tax payment.
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) (6) .0 0
(7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) _ 1,328,294 77
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
~
10. Debts/Mortgage Liabilities/Liens (Schedule I) C9)--
,7 4 6 13
clo) 5, 206.15
11. Total Deductions
12. Net Value of Tax Return C11) _ 17, 952.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sched
C12) -
l 1 , 310, 342.49
14. Net Value of Estate Subject to Tax u
e J)
(13) - .0 0
NOTE: If c14) _ _1,310,342 49
an assessment was issued previously,
l
7
8
reflect figures that include the total of and 19 will
ALL return
,
ASSESSMENT OF TAX: s assessed
to
d a
te.
15. Amount of Line 14 at Spousal rate 0 0
00
16. Amount of Line 14 taxable at Lineal/Class A rate .
_
_
x
;~ n ;~'
C16) 1
• 00
17. Amount of Line 14 at Sibling rate .
.q
X 045 _ 58, 965.42
18. Amount of Line 14 taxable at Collateral/Class B rate cln nn x 12 =
C18)
00
15 .00
19. Principal Tax Due •
X
= . 00
TAX CREDITS: C19)_ 58,965.42
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMDUNT PAID
05-11-2010 CD012738
11-15-2010 2,891.25
CD013657
54,933.75
.00 1,140.42
TOTAL TAX PAYMENT
_ 58,965.42
BALANCE OF TAX DUE .00
INTEREST AND PEN.I .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL DUE I .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. r:'
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