HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXIES APPRAZ-S~~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF D~,DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
MARIELLE F HMZEN
SUITE 303
2000 LINGLEST~OWN RD
HARRISBURG PA 17110
C1) 121,500.00
~2) 275,415.00
c3) .00
c4) .00
c5) 25, 083.66
c6) .00
C7) 13, 243.41
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: FINUI WILMA FILE N0.:21 10-0460 ACN: 101 DATE: 03-14-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds, (Schedule B)
3. Closely Held Stack/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)
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pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 435,242.07
~9) 43,342.91
clo) 65.93
11. Total Deductions X11) 43,408.$4
12. Net Value of Tax: Return ~ 12) 391 , 833.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 3,918.3 3
14. Net Value of Estate Subject to Tax (14) 387,914.90
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 d ate.
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) 387 , 91 4 _ 90 X 045 = 17, 456.17
17. Amount of Line 14 at Sibling rate (17) _ 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19?= 17,456.17
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-14-2010 CD013062 789.47 15,000.00
01-07-2011 CD013880 .00 1,666.70
DATE 03-14-2011
ESTATE OF FINUI WILMA
DATE OF DEATH 04-15-2010
FILE NUMBER 21 10-0460
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
TOTAL TAX PAYMENT 17,45b.17
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.
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