HomeMy WebLinkAbout04-27-11NOTICE OF INHERITANCE TAX Pennsylvania i `
~( ~' ;APf?-I~d,II~~MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TA~i'~.S J' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ QF~ ~IZEDUCTIONS AND ASSESSMENT OF TAX ~ -
PO BOX 280601 ~,_~._ .'...`J REV-1547 EX AFP (12-10) ~~-
HARRISBURG PA 17128-0601
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PO BOX 11847
119 LOCUST ST
HBG PA 17108-1847
DATE 04-18-2011
ESTATE OF TURNBAUGH JANE M
DATE OF DEATH 02-07-2010
FILE NUMBER 21 10-0381
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-17-2011
(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 ~-
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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: TURNBAUGH JANE MFILE N0.:21 10-0381 ACN: 101 DATE: 04-18-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) 121,991.00 NOTE: To ensure proper
C2) .0 0 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 151 , 408.82
c6) .00
c7) .00
cs) 273.399.82
c9) .09 .74
clo) 320,b58.36
11. Total Deductions C11) 371,754.10
12. Net Value of Tax Return C12) 98,354.28-
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 98,354.28-
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t 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 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) n 0 x 045 =
.0 0
17. Amount of Line 14 at Sibling rate (17) 0 0 X 1
=
2 .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due (19)=
TA .00
X CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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" CCR), YOU MAY BE Dd~I'/
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. //