HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX pennsyLvan~a ~
BUREAU OF INDIVIDUAL TAXES APPRAI~EI~I~NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE tax Drv1S1oN OF DER~ICTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP C12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
LINDSAY D BAI'RD ,
100 STRAWBERRY DR
CARLISLE PA 17013
DATE 03-14-2011
ESTATE OF SLOTHER RODNEY E
DATE OF DEATH 06-08-2010
FILE NUMBER 21 10-0730
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 E-- _ _________
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SLOTHER RODNEY EFILE N0.:21 In-n7~n ecN~ ini ner~. nz_,._~n „
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 64,240.87
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) (5) 22, 014.06
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets c8) 8b,254.93
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8,2 21.6 7
10. Debts/Mortgage liabilities/Liens (Schedule I) C10)_ 3,4 5 6.11
11. Total Deductions C11) 11,677.78
12. Net Value of Tax Return C12) 74,577.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 74,577.15
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 l.4 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 1.4 taxable at Lineal/Class A rate C16) 74 . S77 _ 1 ~ X 045 = 3, 355.97
17. Amount of Line 1.4 at Sibling rate (17) _ 00 X 12 = , QO
18. Amount of Line 1.4 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 3,355.97
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-07-2011 CD013868 .00 3,355.97
TOTAL TAX PAYMENT 3,355.97
BALANCE OF TAX DUE .00
INTEREST AND PEN. ,0p
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.