HomeMy WebLinkAbout04-27-11~~ ,.,___,I -. .,L" ~-}, NOTICE OF INHERITANCE TAX Pennsylvania i
BUREAU OF INDIVIDUAL 'fktXES` AuPp!RA-h$EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ ~ ~I~~DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ -~ -- ~ -~ REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601
-~ ,.,
'~ ~- r ~ ~- '"'' DATE 04-18-2011
ESTATE OF MONN WILLIAM W
r' r'~' ~'~ DATE OF DEATH 11-07-2009
((~~'' ICjRP~,t`~,f`.! ~; C~i)~T FILE NUMBER 21 09-1058
RICHARD W hY~YN'N r' , ~'~ ~~r 7 , '~~ COUNTY CUMBERLAND
ACN 101
802 NOTTINGHILL WALK APPEAL DATE: 06-17-2011
APEX NC 27502 (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 F- _
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MONN WILLIAM WFILE N0.:21 09-1058 ACN: 101 DATE: 04-18-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,Q Q credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15,716.62
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 188, 113.22
8. Total Assets (s) 203,829.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 0, 11 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 10,311.24
12. Net Value of Tax Return C12) 193,518.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 193,518.60
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) .00 X 00 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 7 93. S1 A . 60 x 045 = 8, 708.33
17. Amount of Line 14 at Sibling rate (17)~~ X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 8, 708.33
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-29-2011 M0013971 160.07- 8,868.40
04-11-2011 SBADJUST .00 .49
TOTAL TAX PAYMENT g,708,33
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 DIIE~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ``