HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX pennsylvan~a ~ ~
APPRA~SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL~TAXES ~~
INHERITANCE TAX DIVISION O;F/ DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-10)
PO BOX 280601 j
HARRISBURG PA 17128-0601
DATE 03-07-2011
ESTATE OF ALLEN JR ALBERT L
DATE OF DEATH 07-20-2009
- FILE NUMBER 21 09-0719
'r' ~_ COUNTY CUMBERLAND
LINDA LUN~DBERG ,. ~~'s, ACN 101
PO BOX 308 APPEAL DATE: 05-06-2011
CAM P H I L L P A 17 0 01 - 0 3 0 8 (See reverse side under Objections )
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
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 (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALLEN JR ALBERT LFILE N0.:21 09-0719 ACN: 101
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OR
DATE: 03-07-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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) (2) ,0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .
(3) 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) 2 2,4 5 9.8 2
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 1 , 701 , 331.90
8. Total Assets cs) 1 , 723, 791.72
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4 8,3 24.5 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11,583.78
11. Total Deductions (11) 59,908.30
12. Net Value of Tax: Return X12) 1 , 663, 883.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 4 8,8 5 5.4 2
14. Net Value of Estate Subject to Tax (14) 1 , 615, 028.00
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.
ASSESS MENT 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) 1 .607 , 02$ _ 00 X 045 = 72, 316 .26
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) 8,000.00 X 15 = 1,200.00
19. Principal Tax Due C19 )= 73,516.26
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-15-2009 CD011865 833.11 15,829.02
10-15-2009 CD011860 2,700.00 51,300.00
10-18-2010 CD013510 56.83- 2,911.32
TOTAL TAX PAYMENT 73,516.62
BALANCE OF TAX DUE .36CR
INTEREST AND PEN. .00
TOTAL DUE .36CR
* 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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