HomeMy WebLinkAbout04-08-11NOTICE OF INHERITANCE TAX pennsylvan~a ~ T .
~'~~~ `~ ~-;~ i~~ ~p~F~~t3SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL ~~~~~" i ~"' '
INHERITANCE TAX DIVISION " i+•-' f`~ ~ DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
^'' ^ ~{~~ _. r• ~-, ~ DATE 04-04-2011
ESTATE OF MARTIN JAMES P
C~~~~ ~~, DATE OF DEATH 04-22-2010
FILE NUMBER 21 10-0462
Qt~Fi~~.~r,S ~~~~~ COUNTY CUMBERLAND
JAMES H ~ ~`'~`~`'~ ~~" ~'A ACN 101
4701 N FRONT ST APPEAL DATE: 06-03-2011
(See reverse side under Objections
HARRISBURG PA 17110
Amount Remitted C
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ __R_ETA_IN_LOWER_PORTION_FOR_YOUR_RECORDS_ ~ ___________________
REV-1547 EX AFP C12-10~ NOTICE OF INHERITDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
DISALLOWANCE OF DE
ESTATE OF: MARTIN JAMES PFILE N0.:21 10-0462 ACN: 101 DATE: 04-04-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
C 1) 9 , 325.16 NOTE : To ensure proper
1 . Real Estate (Schedule A) 1 , 419.50 credit to your account,
2. Stocks and Bonds (Schedule B) C2) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
C4) • 0 ~ tax payment .
4. Mortgages/Notes Receivable (Schedule D) 8, 041.78
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) ,0 0
6. Jointly Owned Property (Schedule F) C6)
C7) .00
7. Transfers (Schedule G)
C8) 18.786.44
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
8,474.86
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
clo) 23,523.53
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cll) 31,998.39
11. Total Deductions 13,211.95-
(12)
12. Net Value of Tax Return .0 0
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) C13) 13,211.9 5-
(14)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issuedpreviouslY, 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: .00 x 00 = .00
15. Amount of Line 14 at Spousal rate (15)
.00 x 045 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0
c17) . oo x 12
17. Amount of Line 14 at Sibling rate .0 0
.00 x 15 =
18. Amount of Line 14 taxable at Collateral/Class B rate C18) C19)= .0 0
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.