HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX pennsyLvan~a ~
BUREAU OF INDIVIDUAL TAXES APPRAISEM'ENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE `
INHERITANCE TAX DIVISION OF DE,I~UCTIONS AND ASSESSMENT OF TAX '
REV-1547 EX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
,~ -
GEORGE F DOU~L.~AS III ESQ ,~~,,
354 ALEXANDER SPRING RD
CARLISLE PA 17015
DATE 03-14-2011
ESTATE OF LAY PAULINE R
DATE OF DEATH 07-14-2006
FILE NUMBER 21 10-0676
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 -- -~ 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: LAY PAULINE RFILE N0.:21 l~-n67~ ACN: ini neTF. nz_ir_~n~i
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) .00
c2) .00
c3) .00
c4) 30 , 061.47
c5) .00
c6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c$) 30 , 061 .47
C9) 4 , 365.66
clo) 25,695.81
11. Total Deductions (11) 30, 061 .47
12. Net Value of Tax Return (12) .0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) .0 0
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 C16) _0 0 x 0 4 5 = .0 0
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 ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX PAYMENT .00
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.
~~