HomeMy WebLinkAbout02-28-11~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~''~-' ~ AP~RAI-~~~+~r, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~:~:--;; ;:O:F D~~~'Il~TIONS AND ASSESSMENT OF TAX
PO BOX 280601 + - ~-' - ~ ~-- - ~-'~
HARRISBURG PA 17128-0601
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MARK A MATEYA ` ~~ ~ '` `-' .
55 W CHURCH AVE
CARLISLE PA 17013
Pennsylvania ~`: ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-10)
DATE 02-21-2011
ESTATE OF BICKTA GLENWOOD M
DATE OF DEATH 01-29-2010
FILE NUMBER 21 10-0135
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 t~
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BICKTA GLENWOOD MFILE N0.:21 10-0135 ACN: 101 _ __________
OR
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) 143,375.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,0 Q credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
.0 0 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 27,808.91
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) 5, 000.00
8. Total Assets (8) 176 , 183.91
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11,8 9 0.4 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,6 31.6 5
11. Total Deductions C11) 14,522.11
12. Net Value of Tax Return C12) 161 , 661 .80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 161 , 661 .80
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 d ate.
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) 1 61.661 _ 80 x 045 = 7, 274 , 78
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)= 7,274.78
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-29-2010 CD012669 315.79 6,000
00
12-03-2010 CD013741 .O1- .
959
00
02-14-2011 SBADJUST .00 .
3.68
TOTAL TAX PAYMENT _ 7,274.78
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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