HomeMy WebLinkAbout03-15-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX Pennsylvania ~
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-lo)
DATE 03-14-2011
ESTATE OF JULIANA PEARL E
DATE OF DEATH 10-02-2009
FILE NUMBER 21 10-0290
-` COUNTY CUMBERLAND
STEVEN P MINER ESQ ACN 101
1035 MUMMA RD STE 101 APPEAL DATE: 05-13-2011
W O R M L E Y S B U R G P A 17 0 4 3 (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 t12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JULIANA PEARL EFILE N0.:21 10-0290 ACN: 101 DATE: 03-14-2011
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)
L1) •0 0 NOTE: To ensure proper
C2) 48,557.46 credit to your account,
(3) .0 0 submit the upper portion
of this form with your
(4) •0 0 tax payment.
c5) 35, 489 .42
c6) 4,722.77
c7) 1 , 863.80
cs) 90 , 633.45
~9) 13,808.75
clo) 59,987.84
11 . Total Deductions (11 ) 73, 796.59
12. Net Value of Tax Return X12) 16,836.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 16,836.86
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 C17) 1 6 .836.86 x 12 2, 020 .42
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 2, 020 .42
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-30-2010 CD013844 .00 2,020.42
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-31-2010 TOTAL TAX PAYMENT 2 020 42
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
,
BALANCE OF TAX DUE .00
INTEREST AND PEN. 40.23
TOTAL DUE 40.23
IF TOTAL DUE IS REFLECTED AS A "CREDIT'" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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