HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES APPRAISEM~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
DOUGLAS C YOHE; -~
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1700 BENT CREEK BLVD
MECHANICSBURG PA 17050
A
pennsylvan~a ~4 ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 03-14-2011
ESTATE OF FIELDS GLADYS J
DATE OF DEATH 04-10-2010
FILE NUMBER 21 10-0430
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-13-2011
(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----- ~ --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- F---------------------
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FIELDS GLADYS JFILE N0.:21 10-0430 ACN: 101 DATE: 03-14-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0
2. Stocks and Bonds (Schedule B) (2) 267, 134.50
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) 364,745.90
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets (8) 631 , 880 .40
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7. 0 9 6.4 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 25 ,355.46
11. Total Deductions (11) 32,451.92
12. Net Value of Tax Return (12) 599,428.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 599,428.48
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
TAX CREDITS:
c15) .00 X 00 = .00
(16) _ 00 x 045 = . 00
(18) 599,428.48 x 15 = 89,914.27
(19)= 89,914.27
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-OS-2010 CD013034 4,495.71 85,500.00
03-07-2011 REFUND .00 81.44-
TOTAL TAX PAYMENT 89,914.27
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.