HomeMy WebLinkAbout04-27-11NOTICE OF INHERITANCE TAX pEn11S~/~Val11a ~
r. -.:-- AP.~ ~SEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL!'f~i~X'ES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ', ~ ~ ~ .'' ?'DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PD BOX 280601 ;; ~ C
HARRISBURG PA 1 7128-0 601 " ` :. ~,.~~
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CAMP HILL PA 17011
DATE 04-18-2011
ESTATE OF EDMONDSON DONALD E
DATE OF DEATH 05-12-2010
FILE NUMBER 21 10-0525
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: EDMONDSON DONALD EFILE N0.:21 10-0525 ACN: 101 DATE: n4_ISt_~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A) (1) 185, 000.00
2. Stocks and Bonds (Schedule B) I2) 3,820.84
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 33,299.32
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) 190,735.95
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets [8) _ 412,856.11
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 3 1$ .04
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 135, 375.11
11. Total Deductions I11) 166,560.15
12. Net Yalue of Tax Return C12) 246,295.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 246,295.96
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 746 . 9~,. 96 X 045 = 11 , 083.32
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 11 , 083.32
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-12-2010 CD013198 554.17 12,000.00
TOTAL TAX PAYMENT 12,554.17
BALANCE OF TAX DUE 1,470.85CR
INTEREST AND PEN. .00
TOTAL DUE 1,470.85CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. L