HomeMy WebLinkAbout03-25-11NOTICE OF INHERITANCE TAX Pennsylvania ~
~`'~'`, ~"~'r" ~' ^C~~RAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVI~~Iip~,'I'AX'ES` ~ .- '% ,
ll DEPARTMENT OF REVENUE
INHERITANCE TAX DlvlsbQN.-. ,,., , ~ OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ( 'J.1 ~ REV-1547 IX AFP (12-10)
HARRISBURG PA 17128-0601 ~ `~~'~`'''~
r ., .r;~~ ;. ' DATE 03-21-2011
ESTATE OF POLK MARY L
~~ ~°~~ r~. DATE OF DEATH 10-03-2010
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~~±~~~~~~,~ ~-,~ ,~~, FILE NUMBER 21 10-1022
`' '`' ~`` iT COUNTY CUMBERLAND
LAUREI~,,~„~y~'fAE~'~L~ (..'~.,., ~j1. ACN
ONE W MAIN ST 101
APPEAL DATE: 05-20-2011
S H I R E M A N S T O W N P A 17 011 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
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-OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: POLK MARY LFILE N0.:21 10-1022 ACN: 101 DATE: 03-21-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,Q 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
(4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 318, 781.72
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ($) 318,781 72
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)__ 19,0 9 4 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9 9 7.4 4
11. Total Deductions
cll) 20, 036.92
12• Net Value of Tax Return (12) 298, 744.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax .0 0
(14) 298, 744.80
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to d to and 19 will
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 798.744 Rfl • 00
x 045 = 13,443.52
17. Amount of Line 14 at Sibling rate (17) f10 X =
18. Amount of Line 14 taxable at Collateral/Class B rate (lg) .0 0 12 •0 0
x 15 = .00
19. Principal Tax Due
(19)= 13,443.52
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-30-2010 CD013835 672.18 12,771.34
TOTAL TAX PAYMENT 13,443.52
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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