HomeMy WebLinkAbout04-08-11~,~{~~f~;., ~ ~--.,f ~~ ,' OF INHERITANCE TAX
A~A~tAIS~MT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INiIIVIDUAL TAXES ~~--r ~ ~ ° ~ r w E
INHERITANCE TA' DIVISION ~'~;f ; _. ~Qf ~.+DE~}~L~~IONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
JANE ADAMS ESQ
17 W SOUTH STREET
CARLISLE
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CLERK t~F
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PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 03-28-2011
ESTATE OF BRAME LOIS M
DATE OF DEATH 06-05-2009
FILE NUMBER 21 09-0661
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 SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRAME LOIS MFILE N0.:21 09-0661 ACN: 101
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OR
DATE: 03-28-2011
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) .0 0 credit to your account
. 00 submit the upper porti~
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6 31.0 9
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 631.09
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 28 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions C11) 285.00
12. Net Value of Tax Return C12) 346.09
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 1 , 888.03
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) •0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1.698.03 x 045 = 76.41
17. Amount of Line 14 at Sibling rate (17) 40 _ 00 x 12 = 4.80
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 150.00 )( 15 = 22.50
19. Principal Tax Due (19)= 103.71
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-02-2010 CD012314 .00 88.14
12-22-2010 CD013814 .00 15.57
03-21-2011 SBADJUST .00 .50
TOTAL TAX PAYMENT 103.71
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.
REV-147p EX !p1-1^;
e
~~~ ~ r Penns lvani
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DEPARTMENT OF REVENUE
E~UREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENTS NAME ~ 6 1
Lois M Brame
REVIEWED BY
Brett Walker
SCHEDULE ITEM
NO.
r
i
INHERITANCE TAX
' EXPLANATION
OF CHANGES
FILE NUMBER
EXPLANATION OF CHANGES
Accepted additional assets and deductions.
2109-0661
101
ROW
Page 1