HomeMy WebLinkAbout02-28-11NOTICE OF INHERITANCE TAX
r '~ ~~APPRA(T ~~T, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~;
INHERITANCE TAX DIVISION ~- ~ ,O.F p. ETIONS AND ASSESSMENT OF TAX
PO BOX 280601 (:. ,_; ' " ' '
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HARRISBURG PA 17128-0601
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CAMP HILL PA 17011
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 02-21-2011
ESTATE OF WILLIAMS DOROTHY D
DATE OF DEATH 07-05-2010
FILE NUMBER 21 10-0704
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-22-2011
(See reverse side under Objections
Amount Remitted l
MAKE CHECK PAYABLE AND REMIT PAYMENTI T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILLIAMS DOROTHY DFILE N0.:21 10-0704 ACN: 101 DATE: 02-21-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 158, 078.00
2. Stocks and Bonds (Schedule B) (2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 12,277.68
6. Jointly Owned Property (Schedule F) (6) 2, b38. 98
7. Transfers (Schedule G) (7) 24, 081.95
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets (8) 197, 076 . bl
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2 2.S 0 4.18
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,7 6 7.94
11. Total Deductions C11) 25,272.12
12. Net Value of Tax Return (12) 171 , 804.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 171 , 804.49
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 (16) 171 .804.49 x 045 = 7, 731.20
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. Principal Tax Due (19)= 7, 731 .20
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
12-08-2010 CD0137b1 .00 7,731.20
TOTAL TAX PAYMENT 7,731.20
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.