HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~APF?aRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIV1Slor~ _', ~-OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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55 W CHURCH AVE
CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 03-01-2011
ESTATE OF ROWER EDWARD E
DATE OF DEATH 02-10-2010
FILE NUMBER 21 10-0148
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-30-2011
(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
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE 0F: ROWER EDWARD EFILE N0.:21 10-0148 ACN: 101 DATE: 03-01-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RET URN
1. Real Estate (Schedule A) C1) 283, 000.00 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) 44, 051.60
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 27, 150.29
8. Total Assets c8) 354,201.89
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses./Adm. Costs/Misc. Expenses (Schedule H) ~9) 36 , 870.90
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 17,716.97
11. Total Deductions C11) 54,587.87
12. Net Value of Tax Return C12) 299,614.02
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 299,614.02
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 (16) 298.388 _ 16 X 045 = 13, 427.47
17. Amount of Line 14 at Sibling rate (17) _n 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C 18) 1 , 225.86 X 15 = 183.88
19. Principal Tax Due c19)= 13, 611.35
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-10-2010 CD013768 .00 13,611.35
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-11-2010
TOTAL TAX PAYMENT 13,611.35
BALANCE OF TAX DUE .00
INTEREST AND PEN. 44.92
TOTAL DUE 44.92
* 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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