HomeMy WebLinkAbout02-18-11~, hr~r;~ ~~ f"~~.. ICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES'''~;!~ '~~ C ~,` ~ ~~
INHERITANCE TAX DIVISION ~'~'~. ~ ~ ~- ~ ~-~F"D~-SUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
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JAMES D FLOWER JR
10 W HIGH ST
CARLISLE PA 17013
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DEPAF2TMENT OF REVENUE
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REV-1!547 EX AFP (12-10)
DATE 02-14-2011
ESTATE OF ADAMS ROBERT A
DATE OF DEATH 02-22-2010
FILE NUMBER 21 10-0179
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-15-2011
(See reverse side under Objec°tions )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ---) __RETAIN-LOWER_PORTION_FOR_YOUR_RECORDS_ ~ __
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ADAMS ROBERT AFILE N0.:21 10-0179 ACN: 101 _________________
OR
DATE: 02-14-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0. O1
1 Real Estate (.Schedule A) C1) 190,000.00 NOTE: To ensure proper
. C2) 5, 118.98 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 2 4,0 0 0.0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 80, 174.17
6. Jointly Owned Property (Schedule F) (6) .0 0
C7) 948, 683.85
7. Transfers (Schedule G)
c8) 1 , 247 , 977.0 0
8. Total Assets _
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4 6.0 7 0.7 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,8 4 5.2 9
(11) 49, 916.05
11. Total Deductions _ 198, 060.95
1
12. Net Value of Tax Return C12) - ,
0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .
Subject to Tax
t
t
f E (14) _ 1, 198, 060.95
14. e
s
a
Net Value o
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:
0 0 =
0 0
.0 0
15. Amount of Line 14 at Spousal rate C15) .
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 .198.060.95 x 045 = 53,912.74
17. Amount of Line 14 at Sibling rate (17) . 00 X 12 • 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 -- .0 0
(19)= 53,912.74
19. Principal Tax Due
TAY f DCTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-06-2010 CD012724 2,684.21 51,000.00
12-06-2010 CD013746 .35- 297.00
02-07-2011 REFUND .00 68.12-
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT _ 53,912.74
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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