HomeMy WebLinkAbout03-25-11NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRAI~EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAx DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX '~
0 BOX 280601
REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601
DATE 03-14-2011
ESTATE OF WIRL RUTH J
DATE OF DEATH 01-25-2009
FILE NUMBER 21 09-0130
STEPHEN D TILEY ~' COUNTY CUMBERLAND
ACN 101
5 S HANOVER ST APPEAL DATE: 05-13-2011
C A R L I S L E P A 17 013 (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 E--
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WIRL RUTH JFILE N0.:21 09-0130 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) C1) 1,450.90
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
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15 0.0 0
6. Jointly Owned Property (Schedule F) (6) 21,084.00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
c8) _ 22, 684.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 7,0 4 0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 7, 054.00
12. Net Value of Tax Return (12) 15, 630.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 15, 630.90
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 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) 1 5.60 _ 90 X 045 =
703.39
17. Amount of Line 14 at Sibling rate (17) 0 0 X 12 =
.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 •_ .0 0
19. Principal Tax Due
c19)= 703.39
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-03-2011 CD013847 34.87- 738.26
TOTAL TAX PAYMENT 703.39
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
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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