HomeMy WebLinkAbout05-09-11 (2)r'~r ~~ , _ _,_ ~,. ,,,NOTICE OF INHERITANCE TAX
~~AP~~~1~~MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL T~~$
POHBOXT280601~ DIVISION ~-;~ ~ ~ b~' ,~EDUCTI ONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-06D1
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DEPARTMENT OF REVENUE `
REV-1547 IX AFP (12-10) r
DATE 04-25-2011
ESTATE OF T'HEAL STEPHEN R
DATE OF DEATH 09-05-2010
FILE NUMBER 21 10-0952
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-24-2011
(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: THEAL STEPHEN RFILE N0.:21 10-0952 .ACN: 101 DATE: 04-25-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 120, 000.00
2. Stocks and Bonds (Schedule B) (2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,74 8.34
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets c8) 123,748.34
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 18.6 81.9 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 53,786.59
11. Total Deductions (11) 72,468.52
12. Net Value of Tax Return C 12) 51 , 279.82
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 51 , 279.82
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
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:
(15) .00 x 00 = .00
(16) S7 .279.82 x 045 = 2, 307.59
(17) . oo x 12 = . 00
c18) .00 X 15 = .00
(19)= 2,307.59
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-03-2010 CD013739 115.38 2,200.00
04-18-2011 REFUND .00 7.79-
TOTAL TAX PAYMENT 2,307.59
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), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.