HomeMy WebLinkAbout03-25-11NOTICE OF INHERITANCE TAX
r'~ ~~'r~ t-' A~PI~~t~~SEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL ~1'14kES
INHERITANCE TAX DIVISION ,;~- '~1~t~DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ _ ~ ~ .. s-..J
HARRISBURG PA 17128-0601
JILL M WIN~~~-~'~~:~~'~~~'~~` _~' ;,~., ~'~~,
1719 N FRONT ST
HARRISBURG PA 17102
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DEPARTMENT OF REVENUE
REV-•1547 EX AFP C12-10)
DATE 03-21-2011
ESTATE OF POTTEIGER EUGENE H
DATE OF DEATH 03-22-2010
FILE NUMBER 21 10-0343
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-20-2011
(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----- ~ --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- ~ -------------------
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: POTTEIGER EUGENE HFILE N0.:21 10-0343 ACN: 101 DATE: 03-21-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0
2. Stocks and Bonds (Schedule B) (2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 529, 975.77
6. Jointly Owned Property (Schedule F) C6) 56,250.00
7. Transfers (Schedule G) (7) .0 0
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets c8) 586 , 225.77
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4 2.8 71.6 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,2 9 0.17
11. Total Deductions (11) 45, 161 .86
12. Net Value of Tax Return (12) 541 , 063.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 4 6,0 64.39
14. Net Value of Estate Subject to Tax (14) 494,999.52
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 C 16) 494 , 999. 5 x 045 = 22, 274.98
17. Amount of Line 14 at Sibling rate (17) _ 00 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 (19)= 22,274.98
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-22-2010 CD012963 1,052.63 20,000.00
12-22-2010 CD013813 .00 1,222.38
TOTAL TAX PAYMENT 22,275.01
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* 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. ~J
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