HomeMy WebLinkAbout02-18-11NOTICE OF INHERITANCE TAX
~r-,--~~-r-. ~~R;P~AMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL 'i~c~~.ti'!-,4 ~ '_' ~4~~i ~rEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION r~-
PO BOX 280601 ~ _ ,..ii ,. - ~ ~ 1 .i_.`~
HARRISBURG PA 17128-0601
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JENNIFER BC~~`~~;' rµa' '~. ~-~1ti
1 W MAIN ST
SHIREMANSTOWN PA 17011
cl) 1,740,960.00
CUT ALONG THIS LINE _ ~ __RETA_IN LOWER POR_TION_-FOR_YOUR-RECORDS_ ~ -__________________
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CARTER SR DONALD LFILE N0.:21 10-0337 ACN: 101 DATE: 02-14-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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)
c2) .00
c3) .00
c4) 75, 000.00
C5) 1,413,749.71
c6) .00
C7) 500, 000.00
Pennsylvania ~
r.
DEPARTMENT OF REVENUE f
REV-1647 EX AFP (12-10)
(NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) _ 3, 729 , 709.71
c9) 57 , 321.56
clo) .00
57, 321 .56
11. Total Deductions C11) _ 672,388.15
3
12. Net Value of Tax Return C12) _ ,
0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .
(14) 3, 672, 388.15
14. Net Value of Estate Subject to Tax _
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:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
rwv I`DCTTTC .
c15) .00 X 00 = .00
c16) 3.b72.388.15 x 045 = 165,257.47
c17) .On x 12 = .00
c18) .00 X 15 = .00
c19a=~ 165,257.47
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-09-2010 CD012872 5,520.01 104,880.25
12-10-2010 CD013762 .00 54,857.21
DATE 02-14-2011
ESTATE OF CARTER SR DONALD L
DATE OF DEATH 03-10-2010
FILE NUMBER 21 10-0337
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-15-2011
(See reverse side under Objections )
Amount Remitted +~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 165,257.47
BALANCE OF TAX DUE ~ .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT'" CCR), YOU MAY BE DUE
FOR CALCULATIDN OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FO RIM FOR INSTRUCTIONS. /~~
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