HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES APP~R~AISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ' 0'F DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP C12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-14-2011
ESTATE OF LONG RUTH A
DATE OF DEATH 07-29-2010
FILE NUMBER 21 10-0896
~~ COUNTY CUMBERLAND
ROBERT G`~FREY ACN 101
5 S HANOVER ST APPEAL DATE: 05-13-2011
C A R L I S L E P A 17 013 (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----- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~- _
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LONG RUTH AFILE N0.:21 10-0896 ACN: 101 __________
OR -
DATE: 03-14-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schiedule A) C1) .0 0 NOTE• To ensure proper
2. Stocks and Bond; (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
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) 15,518.00
6. Jointly Owned Property (Schedule F) (6) 25, 295.00
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (8) 40 , 813.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9.8 5 0.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deduction:; (11) 9,850.00
12. Net Value of Tax Return C12) 30,963.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 30,963.00
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 return s assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 Q
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 30 , 963 _ 00 X 045 = 1 , 393.34
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 ( 19) = 1 , 393.34
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMDUNT PAID
10-28-2010 CD013566 11.26 213.99
11-02-2010 CD013582 .00 225.25
11-04-2010 CD013596 .00 231.22
11-15-2010 CD013643 .00 231.22
f"HTI'ICIVI rtu~i 1st I'IALt 11Y U4-L`1-1U11*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 912.94
BALANCE OF TAX DUE 480.40
INTEREST AND PEN. .00
TOTAL DUE 480.40
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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