HomeMy WebLinkAbout04-08-11NOTICE OF INHERITANCE TAX ~
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BUREAU OF INDIVIDUAL;' TA~ES _ ~ '-:,` ALLOWANCE OR DISALLOWANCE `~ ~ ~,
INHERITANCE TAX DIVISION C , ,-.. ,_ _ DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 "' - '~"'ti;i REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601 ~ ~f ~`- ~~-
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G~.ERK ~~
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RONALD ~t,l~~4~~[~~ , P~
78 W POMFRET ST
CARLISLE PA 17013
DATE 03-28-2011
ESTATE OF STURN BARBARA E
DATE OF DEATH 05-01-2010
FILE NUMBER 21 10-0506
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-27-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ --RETAIN LOWER POR
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EX AFP C12-10~ NOTICE OF INHERITANCE TAX ------"----
CE
DISALLOWANCE
R
A
O -----------------
OR
OF DEDUCTIONS AND
ASSESSMENT
OF
TAX
ESTATE OF: STURN
BARBARA EFILE N0.:21 10-0506 ACN:
101
DATE
: 03-28-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
C1)
2. Stocks and Bonds (Schedule B) 68, 000.00 NOTE: To ensure proper
C2)
3. Closely Held Stock/Partnership Intere
t ( •0 0 credit to your account,
s
Schedule C)
c3)
4. Mortgages/Notes Receivable (Schedule D)
.00 submit the upper portion
of this form with your
C4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) ' ~ ~
3,
007
59 tax payment .
6. Jointly Owned Property (Schedule F) .
c6)
7. Transfers (Schedule G) 5, 798.11
c7) 44, 747.82
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) 121,553 52
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) )
C9)--
10. Debts/Mortgage Liabilities/Liens (Schedule I) 4 0 ~1
c1o) 35, 988.40
11. Total Deductions
12• Net Value of Tax Return C11) 51,228.91
13. Charitable/Governmental Bequests; Non-elected 9113 Tru
t 7 0,3 24.61
s
s (Schedule
14. Net Value of Estate Subject to Tax J) (13) •0 0
NOTE: If an assessment was issued previously
li c14) 70,324 61
,
nes 14, 15 a
reflect figures that include the total
f
nd/or 16, 17,
18 and 19 will
o
ALL returns
ASSESSMENT OF TAX: assessed to d ate.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
70 ~~~ •
O X ~~ • 00
.
_
17. Amount of Line 14 at Sibling rate A
045 = 3, 164.61
c17)_
18. Amount of Line 14 taxable at Collateral/Class B rate C18) nn X 12 =
~~ .00
19. Principal Tax Due •
X 15 = . 00
TAX CREDITS: c19)= 3, 164.61
* 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.