HomeMy WebLinkAbout04-27-11,,- ~~- NOTICE OF INHERITANCE TAX peC111SJ/~Vanla 1 ,
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BUREAU OF INDIVIDGAl< 'TAXE'S DEPARTMENT OF REVENUE
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INHERITANCE TAX DIVISI ----'
'~~OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~'~,-~-~ ~- "-`'-~ REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601
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SUSAN H U~I~FsAIR','',.'
READDGER & ADLER PC
2331 MARKET ST
CAMP HILL PA 17011
DATE 04-18-2011
ESTATE OF HENRY HAMILTON M
DATE OF DEATH 06-06-2010
FILE NUMBER 21 10-0638
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 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: HENRY HAMILTON MFILE N0.:21 10-0638 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) .0 0 NOTE: To ensure proper
C2) 9,864.65 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 9, 678.21
c6) 2, 695.31
~7) 70,205.44
cs) 92 , 443.61
I9)_ 9.023.50
clo) 408.73
11. Total Deductions X11) 9,432.23
12. Net Value of Tax Return X12) 83,011.38
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 83,011.38
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 C15) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 83. (171 .38 X 045 = 3,735.51
17. Amount of Line 14 at Sibling rate (17)_ .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 3,735.51
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-02-2010 CD013292 186.78 3,636.90
04-11-2011 REFUND .00 88.17-
TOTAL TAX PAYMENT 3,735.51
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
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.