HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX
BUREAU OF INDCZVIDUAL TAxES ' APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE tax DlvrsloN OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
CAR04E S EGAN~ '' '
242 GREEN LANE DR
CAMP HILL PA 17011
Pennsylvania` ~ ~~
DEPARTMENT OF REVENUE '
REV-1547 EX AFP (12-10) r
DATE 03-14-2011
ESTATE OF SOSTAR MARIE B
DATE OF DEATH 10-16-2010
FILE NUMBER 21 10-1161
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-13-2011
(See reverse side under Objections
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
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 C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SOSTAR MARIE BFILE N0.:21 10-1161 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) .0 0
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) C5) 213, 699 .46
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 31 , 048.29
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets c8) 244 , 747.75
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 11,6 b 8.0 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions C11) 11,668.06
12. Net Value of Tax. Return (12) 233, 079.69
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 233, 079.69
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) ?~~ , 079.69 X 045 = 1 0 , 488.59
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)= 10,488.59
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-04-2011 CD013854 522.98 9,936.58
rAYr7tni MuSi BE MADE BY 07-1b-2011*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADLIITIDNAL INTEREST.
TOTAL TAX PAYMENT 10,459.5b
BALANCE OF TAX DUE 29.03
INTEREST AND PEN. .00
TOTAL DUE 29.03
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.