HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAxES APPRAISEFIENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF D~bUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP C12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
ROGER B IRWI~J', ~S.Q
60 W POMFRET ST
CARLISLE PA 17013
DATE 03-14-2011
ESTATE OF BARTLES KEVIN R
DATE OF DEATH 02-15-2007
FILE NUMBER 21 10-0526
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 (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARTLES KEVIN RFILE N0.:71 in-n~~~ ecN. ini Herr. nz_,._-~n „
TAX RETURN WAS: CX) 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)
~1) 168,079.40
c2) .00
c3) .00
c4) .00
c5) .00
c6) .00
c7) .00
NDTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 168, 079.40
~9) 13 , 788. 6
clo) 133,418.27
11. Total Deductions C11) 147,206.89
12 • Net Value of Tax Return ~ 12) 20 , 872.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 20 , 872.51
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 (16) 70 .87 . S1 x 045 = 939.26
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 1~4 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 939.26
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-06-2011 CD013862 .00 939.26
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-07-2011 TOTAL TAX PAYMENT 939.26
BALANCE OF TAX DUE .00
INTEREST AND PEN. 160.61
TOTAL DUE 160.61
* 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
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