HomeMy WebLinkAbout04-08-11NOTICE OF INHERITANCE TAX pennSy~Vanld
r~-"'~- ~IPeSEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUA4 ~.I4XES 1~.
INHERITANCE TAX DIVISION ~ D DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP C12-10)
PD BOX 280601 ., _ ~.,.,,
HARRISBURG PA 17128-0601
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~ DATE 03-28-2011
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ESTATE OF SERENE ROSE M
DATE OF DEATH 12-24-2009
FILE NUMBER 21 10-0001
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COUNTY CUMBERLAND
CAROL A L~L~I~~~ t `.` ~ ', '., ~~, ACN 101
551 NOBLE BLVD APPEAL DATE: 05-2 7-2011
C A R L I S L E P A 17 013 ( 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 E-
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REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE -----
TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SERENE ROSE MFILE N0 .:21 10-0001 ACN: 101 DATE: 03-28-2011
TAX RETURN WAS: (X) ACCEPTE D AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
.00
(2)
credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule .00
C) (3) submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) ((,) 14,347.80
7. Transfers (Schedule G) (7) .00
e. Total Assets (8) 14.347.80
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6,277.04
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 6,277.04
12. Net Value of Tax Return (12) 8,070.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 8,070.76
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.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) R. 070.76 x 045 = 363.18
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 36 3.18
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-07-2011 (0013865 .00 363.18
03-21-2011 SBADJUST .00 4.12
TOTAL TAX PAYMENT 363.18
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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