HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX
AFTP;R+~ISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ''
INHERITANCE TAX DIVISION :O,F DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ,
HARRISBURG PA 17128-0601
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RUT H B C.D,L+' L I N S , ; : ; , , ,._..~ . , !'t~,
207 S ORANGE ST
CARLISLE PA 17013-3588
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 03-01-2011
ESTATE OF BARYON LEIA T
DATE OF DEATH 03-27-2010
FILE NUMBER 21 10-0528
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 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: BARYON LEIA TFILE N0.:21 10-0528 ACN: 101
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OR
DATE: 03-01-2011
TAX RETURN WAS: (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) L3) . 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) C5) 25,456.25
6. Jointly Owned Property (Schedule F) (6) 53,557.53
7. Transfers (Schedule G) (7) 28,235.26
8. Total Assets cs) 107 , 249.04
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses~'Adm. Costs/Misc. Expenses (Schedule H) C9) 13.725.68
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions C11) 13,725.68
12. Net Value of Tax Return X12) 93,523.36
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 93,523.36
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 (15) .0 0 X 0 0 = .0 0
16 . Amount of Line 14 taxable at Lineal/Class A rate (16) 93 , 523.36 x 045 = 4 , 208.55
17. Amount of Line 1~"+ at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 1~"+ taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 4,208.55
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-24-2010 CD012973 89.47 1,700.00
06-24-2010 CD012971 .97 18.46
06-24-2010 CD012972 112.56 2,138.59
12-14-2010 CD013780 .00 148.50
TOTAL TAX PAYMENT 4,208.55
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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