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HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX pennsylvan~a ~ BUREAU OF INDIVIDUAL TAXES APPRAI'$EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE rAX Drv1S1oN OF IEDUCTIONS AND ASSESSMENT OF TAX ' REV'-1547 EX AFP (12-10) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 03-14-2011 ESTATE OF BIEBEL VIRGINIA M DATE OF DEATH 06-10-2010 i FILE NUMBER 21 10-0760 COUNTY CUMBERLAND MURREL WALTERS III ESQ ACN 101 54 E MAIN ST APPEAL DATE: 05-13-2011 M E C H A N I C S B U R G P A 17 0 5 5 (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 f-- REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: BIEBEL VIRGINIA MFILE N0.:21 10-0760 ACN: 101 _ _______________ OR DATE: 03-14-2011 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper 2. Stocks and Bonds (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 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 157,284.75 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) C7) .0 0 8. Total Assets C8) 157 , 284. `75 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4.7 0 1.5 0 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,2 9 0.18 11 . Total Deductions C11 ) 5, 991.68 12. Net Value of Tax Return C 12) 151 , 293.07 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax (14) 151 , 293.07 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 C16) 151 93.07 x 045 = 6,808.19 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 C18) .0 0 X 15 = .0 0 19. Principal Tax Due C19)= 6,808.19 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 01-14-2011 CD013893 .00 6,808.19 TOTAL TAX PAYMENT 6,808.19 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" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. r-~ ~i