HomeMy WebLinkAbout04-27-11NOTICE OF INHERITANCE TAX
~G~''~`~'~ APpft~Al$E~~NT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXE~t_'~....~ _
INHERITANCE tax DIV1S1oN - ~ - OF ,,~~ UCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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CLERK ~F
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MINDY S GOODMA~~'~~~ESQ _ -.~`z~~ .;? , ~d
STE 35
2215 FOREST HILLS DR
HBG PA 17112
Pennsylvania ~!~
DEPARTMENT OF REVENUE
REV-1547 EX AFP <12-10)
DATE 04-18-2011
ESTATE OF LEWIS SHERRY A
DATE OF DEATH 04-18-2010
FILE NUMBER 21 10-0487
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: LEWIS SHERRY AFILE N0.:21 10-0487 ACN: 101 DATE: 04-18-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 173,000.00 NOTE: To ensure
proper
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 F
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 205,614.50
uneral Expenses/Adm. Costs/Masc. Expenses (Schedule H) Iq) 17,6 7. 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 186,388.95
11. Total Deductions X11) 199,016.45
12. Net Value of Tax Return (12) 6,598.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 6,598.05
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18 and 19
i
reflect figures that include the total of ALL
returns ,
,
assessed to date. w
ll
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
02-10-2011 CD014005 .00
04-11-2011 SBADJUST .00
c15) 3,299.03 x 00 = .00
c16) 3.?99-03 x 045 = 148.46
c17) n0 x 12 = .00
cls) .00 X 15 = .00
c19)= 148.46
AMOUNT PAID
148.46
.28
c2) .00
c3) .00
c4) .00
c5) 3, 000.00
c6) 29 , 614.50
c7) .00
TOTAL TAX PAYMENT 148.46
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 DIE /
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. d.
1.