HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX pennsylvan~a ~ w
BUREAU OF INDIVIDUAL TAXES ~ dPPRA~S~I,~T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
,...... _
INHERITANCE TAX DIVISION OF DEDU~CTION$ AND ASSESSMENT OF TAX REV-].547 EX AFP (12-10)
PD BOX 280601 _ .,
HARRISBURG PA 17128-0601
_ DATE 03-01-2011
ESTATE OF MOSEMANN ALTA E
_, DATE OF DEATH 05-06-2010
~- FILE NUMBER 21 10-0710
COUNTY CUMBERLAND
ANDREW H SHAW '~`S'Q-- - ,' , . ;~-, ACN 101
STE 11 APPEAL DATE: 04-30-2011
2 0 0 S S P R I N G GARDE N S (See reverse side under Objections
CARLISLE PA 17013 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 ~
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MOSEMANN ALTA EFILE N0.:21 10-0710 ACN: 101
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OR
DATE: 03-01-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
.0 0
credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2 4,9 6 7.5 8
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 24 , 967.58
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 91 4.5 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 171.0 7
11. Total Deductions C11) 1,085.57
12. Net Value of Tax Return C 12) 23, 882 • 01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 2,0 0 0.0 0
14. Net Value of Estate Subject to Tax C14) 21,882.01
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ?1 .882.01 x 045 = 984.69
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 C19 )= 984.69
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-16-2010 CD013797 .00 984.69
TOTAL TAX PAYMENT 984.69
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.
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