HomeMy WebLinkAbout04-27-11NOTICE OF INHERITANCE TAX Pennsylvania r~
~~" 14~~..A EMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL E¢' ~'.~L. ~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~D,F `-DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (12-10)
PO BOX 280601 F ~`•; ~ _ ,, _L J
HARRISBURG PA 17126-0601 `
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AMY M MOYA Cll'~'_,.,:_-,~ J' , ' i , ri"'.
5011 LOCUST LANE
HBG PA 17109
DATE 04-18-2011
ESTATE OF ITINGER ERNESTINE E
DATE OF DEATH 04-22-2010
FILE NUMBER 21 10-0618
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 (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ITINGER ERNESTINE EFILE N0.:21 10-0618 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)
cl) .00
cz) 67,831.84
c3) .00
c4) .00
~5) 40,909.11
c6) .00
I7) 207,865.58
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c8) 316 , 606 .53
I9) 26 , 37 . 9
clo) 1.190.00
11. Total Deductions X11) 27,563.95
12. Net Value of Tax Return X12) 289, 042.58
13. Charitabl e/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 289, 042.58
NOTE: If an assessment was issued previously, li nes 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) .00 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 989. 047. FS x 045 = 13, 006.92
17. Amount of Line 14 at Sibling rate C17) .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)= 13, 006.92
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
07-19-2010 (0013079 631.58 12,000.00
01-21-2011 (0013925 .00 375.34
TOTAL TAX PAYMENT 13,006.92
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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