HomeMy WebLinkAbout04-08-11ITANCE TAX Pennsylvania ~
~ ~ , ~ , ~ _ ;_~~ m NOTICE OF INHER a
r f .ap~p~A.IISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE z
i 4 ~...,
BUREAU OF INDIVIDUAL Tkaf~S ~ , ~ `.b~ DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP c12-lo)
INHERITANCE TAX DIVISION 1 t'~ ~.._~: ~ ~ .,~ .- - '~
PO BOX 280601
HARRISBURG PA 17128-0601
i " ""~ ..~' r' '''~ '" ~ DATE 04-04-2011
~..: F-.. ~ - . ; .~° ~.. J CONROY RUTH B
ESTATE OF
~~~~~ ~~ DATE OF DEATH 05-02-2010
r FILE NUMBER 21 10-0500
~~`~~'~`~ ~ ~~l.~FtT COUNTY CUMBERLAND
U~`~`R~~~~,~~~ ~u., P~, ACN 101
LINDA J L APPEAL DATE: Ob-03-2011
P O BOX 3 0 8 (See reverse side under Objections )
CAMP HILL PA 17001-0308
Amount Remitted
MAKE REGISTERA OFB WI A gD REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~ R_ETA_IN LOWER PORTION FOR_YOUR_RECORDS_ ~_____________________
CUT ALONG_ THIS LINE _ " " -
REV-1547 EX AFP C12-10~ NOTICE OF INHERITDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
DISALLOWANCE OF DE
RUTH BFILE N0.:21 10-0500 ACN: 101 DATE: 04-04-2011
ESTATE IF: CONROY
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
C1) 135, 000.00 NOTE: To ensure proper
1 . Real Estate (Schedule A) 551 , b50 . 37 credit to your account,
C2) submit the upper portion
2. Stocks and Bonds (Schedule B)
C3) '~ ~ of this form with your
3. Closely Held Stock/Partnership Interest (Schedule C) C4) .0 0 tax payment.
4. Mortgages/Notes Receivable (Schedule D) 2b4,470.17
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C6) .0 0
6. Jointly Owned Property (Schedule F) C7) 43, 158.59
7. Transfers (Schedule G) C8) 994,279.13
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 87,437.50
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C1U) 1,4 0 2.9 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) 88 ~ $40.43
C11)
11. Total Deductions C12) 905,438.70
12. Net Value of Tax Return C13) 14 , 38b . 20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C14) 8 9 1,0 5 2.50
14. Net Value of Estate Subject to Tax 1$ and 19 Will
lines 14, 15 and/or 16, 17,
NOTE: If an assessment was issued previously,
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: .00 x 00 = .00
C15) . 00
15. Amount of Line 14 at Spousal rate C16) .00- X 045 =
16. Amount of Line 14 taxable at Lineal/Class A rate .0 0 X 12 .0 0
C17)
17. Amount of Line 14 at Sibling rate g91 , 052.48 X 15 = 133, b57 .87
18. Amount of Line 14 taxable at Collateral/Class B rate C18) c19)= 133, b57 .87
19. Principal Tax Due
TAX CREDITS: DISCOUNT C+)
PAYMENT RECEIPT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
107.90 2,050.03
07-30-2010 CD013153 b,000.00 114,000.00
07-30-2010 CD013155 107.90 2,050.03
08-02-2010 CD01313b .00 9,342.01
01-26-2011 CD013943
TOTAL TAX PAYMENT 133,b57.87
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), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.