HomeMy WebLinkAbout03-15-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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NOTICE OF INHERITANCE TAX pennsylvan~a ~
APPRATSEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
0~ bEDUCTIONS AND ASSESSMENT OF TAX '
REV-1547 EX AFP C12-10)
DATE 03-14-2011
ESTATE OF ATWOOD IIONA G
DATE OF DEATH 04-27-2010
FILE NUMBER 21 10-0465
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COUNTY CUMBERLAND
ROB A KRUG E$Q _ ACN 101
PO BOX 155 APPEAL DATE: 05-13-2011
5 3 E CANAL S T ( See reverse side under Objections )
DOVER PA 17315 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 C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ATWOOD IIONA GFILE N0.:21 10-0465 ACN: 101 _ _______
OR
DATE: 03-14-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 81 , 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 101,252.97
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets c8) 182,252.97
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses./Adm. Costs/Misc. Expenses (Schedule H) (9) 2 0.19 7.0 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 68,868.3b
11. Total Deductions (11) 89, 065.38
12. Net Value of Tax Return (12) 93, 187.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 93, 187.59
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 1~'+ taxable at Lineal/Class A rate (16) _ 00 x 045 = . 00
17. Amount of Line 14 at Sibling rate C17)_ . _ 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 93, 187.59 X 15 = 13, 978.14
19. Principal Tax Due C19)= 13,978.14
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-21-2010 CD013080 698.91 13,450.58
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 14,149.49
BALANCE OF TAX DUE 171.35CR
INTEREST AND PEN. .00
TOTAL DUE 171.35CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.