HomeMy WebLinkAbout02-28-11NOTICE OF INHERITANCE TAX pennsy~Van~a ~
` aPPR~ 'S;EMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL T~CES ~ ~"~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION - --~ 0;~. ~~DUCTIONS AND ASSESSMENT OF TAX `•
PO BOX 2806D1 '-" - ~ REV-1547 IX AFP (12-10)
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HARRISBURG PA 17128-0601 - ~ "" J
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M I C H A E L J '~~R`~'.~'~`Q'_. ;~ i. -' F~4,
247 LINCOLN WAY E
CHAMBERSBURG PA 17201
DATE 02-21-2011
ESTATE OF HILLIER ANDREW J
DATE OF DEATH 09-10-2010
FILE NUMBER 21 10-0979
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-22-2011
(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 RECORDS F- _ _____
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HILLIER ANDREW JFILE N0.:21 10-0979 ACN: 101 DATE: n~-~i-~nii
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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)
(1) .0 0 NOTE: To ensure proper
(2) .0 0 credit to your account,
(3) .0 0 submit the upper portion
of this form with your
(4) .00 ta:x payment.
c5) 191,066.00
c6) 10,902.00
cn 27,804.00
c8) 229 , 772.00
~9) 30 , 664.00
clo)_ 2,374.00
11. Total Deductions (11) 33, 038.00
12. Net Value of Tax Return C12) 196,734.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 196,734.00
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _ 1 96.734 _ On x 045 = 8,853.00
17. Amount of Line 14 at Sibling rate (17) _0 n X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due
TAX CREDITS: c19)= 8,853.00
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
12-09-2010 CD013760 442.63 8
410
00
02-14-2011 SBADJUST
00 ,
.
. .37
TOTAL TAX PAYMENT 8,853.00
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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