HomeMy WebLinkAbout04-27-11~`~- ",, ~~ NOTICE OF INHERITANCE TAX Pennsylvania i
BUREAU OF INDIVI,-1)H/iL TAXES +i .~APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVP~"i_IDN...: ~'. -~~-,~ OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
~° t DATE 04-11 20
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24 N 32ND ST
CAMP HILL PA 17011
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ESTATE OF SEARS HELEN M
DATE OF DEATH 05-03-2010
FILE NUMBER 21 10-0647
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-10-2011
(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: SEARS HELEN MFILE N0.:21 10-0647 ACN: 101 DATE: 04-11-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) 174,289.21
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) 22,2 39.52
6. Jointly Owned Property (Schedule F) (6) 7,498.51
7. Transfers (Schedule G) (7) 51 , 170 .46
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets (8) 255, 197.70
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 14,068.34
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 5,868.4 3
11. Total Deductions (11) 19,936.77
12. Net Value of Tax Return (12) 235,260.93
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 235,260.93
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 (15) .0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 93~+.?60.9 X 045 = 10,586.74
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .00
19. Principal Tax Due (19)= 10,586.74
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-02-2010 CD013161 421.05 8,000.00
02-01-2011 CD013977 .00 2,165.69
TOTAL TAX PAYMENT 10,586.74
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 DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.