HomeMy WebLinkAbout02-28-11NOTICE OF INHERITANCE TAX
`?~PPBifI~S•!E?1M!E ~ ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES I-, ;,
INHERITANCE TAX DIVISION - O~ DED11~ bNS AND ASSESSMENT OF TAX
PO BOX 280601 ~' '" '-
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HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 02-21-2011
ESTATE OF ISENBERG EMILY M
DATE OF DEATH 07-23-2010
FILE NUMBER 21 10-0754
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 SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE - ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ISENBERG EMILY MFILE N0.:21 10-0754 ACN: 101 _______________
OR
DATE: 02-21-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) 6,5 9 7.0 0 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
~3) .0 0 submit the upper portion
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) 53, 934.13
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets c8) 60 , 531.13
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 1.4 8 9.5 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4 8 3.0 4
11. Total Deductions X11) 1,972.54
12. Net Value of Tax Return C12) 58,558.59
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) t13) .0 0
14. Net Value of Estate Subject to Tax C14) 58 , 558.59
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) S8 . 5~8 _ S9 x 045 = 2, 635.14
17. Amount of Line 14 at Sibling rate (17) _0 0 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 (19)= 2, 635.14
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-03-2010 CD013737 .00 2,635.14
TOTAL TAX PAYMENT 2,635.14
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 CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 7