HomeMy WebLinkAbout05-09-11NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXE~' ~~`- '"
INHERITANCE TAX DIVISION , - OF'.+.pH~UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~ ~ ' ~- ` '~
HARRISBURG PA 17128-0601
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GREGORY R RE~,,~65Qt ~ ~ ~ ~ ` ~'~
3120 PARKVIEW LANE
HARRISBURG PA 17111
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10) ~
DATE 04-25-2011
ESTATE OF WRIGHTSTONE MARIAN E
DATE OF DEATH 08-07-2010
FILE NUMBER 21 10-0876
COUNTY CUMBERLAND
ACN 1O1
APPEAL DATE: 06-24-2011
(See reverse side under Objections)
Amount Remitted- -l
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 E- _ _______________
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WRIGHTSTONE MARIAN EFILE N0.:21 10-0876 ACN: 101 DATE: 04-25-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 71,837.50
2. Stocks and Bonds (Schedule B) (2) 62, 614.91
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) C5) .0 0
6. Jointly Owned Property (Schedule F) (6) 1 , 208.69
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.
t
l A
T
t c8) 135,661.10
8. sse
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a
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 9.0 61.0 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
C11) 9, 061.07
11. Total Deductions (12) 126, 600.03
12.
13. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
4 f Estate Subject to Tax
t V
l
N (14) 126,600.03
.
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e
a
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 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 126. 600.03 x 045 = 5,697.00
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 5, 697.00
TAY ['RFT~TTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-23-2011 CD014047 .00 5,697.00
TOTAL TAX PAYMENT 5,697.00
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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