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r ,-, ~, NOTICE OF INHERITANCE TAX
r~~(~, , ,r~ ,r,: Pennsylvania ~ ~~
BUREAU OF INDIVIDUAL TA~E'3' ~~ ,,,:~i.; EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION .~ ; F LEDUCTIONS AND ASSESSMENT DEPARTMENT OF REVENUE
PO BOX 280601 ~ -.' ~.:+~ ~ ~ OF TAX REV-1547 EX AFP C12-1
HARRISBURG PA 17128-0601 ~ ~ ~ _'' ~-~~~ 0)
A; ~ ~~..:,+~ _ ~ ~ ,'_ ~A' , , DATE
~,-~ .~: 03-28-2011
ESTATE OF SHOWALTER ALTHEA R
~;~~'~f~ ~~ DATE OF DEATH 08 -18 - 2010
~~~~~'{f~'~ ~(~~ P~~ FILE NUMBER 21 10-0899
JAMES D ~~
~~'` COUNTY CUMBERLAND
...
'`~~ ` f
ONE WEST MAIN ST A C N
101
SHIREMANSTOWN PA 17011 APPEAL DATE: p5-27-2011
(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 POR_TI
REV-1547 ON
FOR YOUR REC
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D
S
~
EX AFP C12-10) NOTICE OF INHERITANCE TA
DISALLOWANCE _
_
_
_
_
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X APPRAISEMENT
CE
A
O
------"-'"-"'-
OR
OF DEDUCTION
ESTATE OF: SHOWALTER S AND ASSESSMENT
OF
TAX
ALTHEA RFILE N0.:2i 10-0899 ACN:
101
DATE: 03-28-2011
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) C1) 245, 000.00 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C) C2) .0 0 credit to your account,
submit the
4. Mortgages/Notes Receivable (Schedule D) C3) •~ ~ upper portion
of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule C4) •0 ~
E) (5) 20 9,
131
59 tax payment.
6. Jointly Owned Property (Schedule F) .
7. Transfers (Schedule G) c6) .00
C7) 117, 638.25
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) 571,769 84
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C9)- 3 SL•
8
clo) .00
11. Total Deductions
12• Net Value of Tax Return C11) 35,254.18
13. Charitable/Governmental Bequests; Non-elected 9113 Tru
C13~
t 5 3 6,515.6 6
14. Net Value of Estate Subject to Tax s
s (Schedule J) •0 0
NOTE: If an assessment was issued previously,
li C14)
nes 14
1 536,515 66
reflect figures that include the total of ,
5 and/or 16, 17,
A
LL 18 and 19 will
ASSESSMENT OF TAX: _
returns assessed to d ate.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate S1 • ~~ X 00 =
C16) ~;( • 00
17. Amount of Line 14 at Sibling rate , .
045 = 24, 143.20
18. Amount of Line 14 taxable at Collateral/Class B rate C17) no x 12 =
C18)
00 .00
19. Principal Tax Due X 15 =
• . 00
TAX CREDITS: C19)= 24, 143.20
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
11-18-2010 CD013665
1,203.75
12-30-2010 CD013834
22,871.25
.00 68.20
TOTAL TAX PAYMENT 24,143.20
BALANCE OF TAX DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.