HomeMy WebLinkAbout03-15-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
O~F DEDUCTIONS AND ASSESSMENT OF TAX
JAN M WIL'EY
130 W CHURCH ST
DILLSBURG PA 17019-1278
s
pennsylvania~ ~ ,
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 03-14-2011
ESTATE OF LEER JEAN E
DATE OF DEATH 04-14-2010
FILE NUMBER 21 10-1233
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 E-
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEER JEAN EFILE N0.:21 10-1233 ACN: 101 DATE: 03-14-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0
2. Stocks and Bonds (Schedule B) (2) 12, 994.80
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,14 4.4 0
6. Jointly Owned Property (Schedule F) (6) 2, 370.38
7. Transfers (Schedule G) (7) 4,553.52
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets c8) 24, 063.10
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5,3 31.8 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8,2 4 0.9 2
11. Total Deductions (11) 13,572.80
12. Net Value of Tax Return C 12 ) 1 0 , 490.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 10,490.30
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) 10.490.30 x 045 = 472.06
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 472.06
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-12-2011 CD013891 .00 472.06
TOTAL TAX PAYMENT 472.06
BALANCE OF TAX DUE ,0p
INTEREST AND PEN. .OU
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. ~j
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