HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES APPRAISEM~t~tT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
Pennsylvania ~
DEPARTMENT OF REVENUE
REV'-1547 EX AFP (12-10)
_ DATE 03-14-2011
ESTATE OF EY HELEN M
_._ DATE OF DEATH 03-20-2010
FILE NUMBER 21 10-1048
COUNTY CUMBERLAND
JEFFREY A ERNIC.CJ:i ESQ _ , ,~, ACN 101
3401 N FRONT ST APPEAL DATE: 05-13-2011
P O B O X 5 9 5 0 (See reverse side under Objections )
HARRISBURG PA 17110-0950 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 F-- _ _______
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EY HELEN MFILE N0.:21 10-in48 AcN~ inI nerF. nz_,i_~n „
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 153,000.00
2. Stocks and Bonds (Schedule B) (2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 188,676.97
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 1 , 000.00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets (8) 342, 676.97
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2 2,6 9 3.1_8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 38,297.25
11. Total Deductions (11) 60,990.43
12 • Net Value of Tax Return C12) 281 , 686.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 281 , 686 .54
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 d ate.
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) 281.686 _ S3 X 045 = 12, 675.89
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)= 12, 675.89
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-20-2010 CD013811 .00 12,675.89
TOTAL TAX PAYMENT 12,675.89
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.~c~
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