HomeMy WebLinkAbout04-08-11rf'[[ NOTICE OF INHERITANCE TAX pe1111S~/~Val11a ~,
BUREAU OF INDIVID17pL 7~c7c~s'. ~ ~P,P,~AISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ ~ vdF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601 (-_ - `~-~~~ ' t~
HARRISBURG PA 17126-0601 ~ ~~"~" ~
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710 VERONICA LANE
ENOLA PA 17025-1554
DATE 03-28-2011
ESTATE OF ALONZO MARYJANE E
DATE OF DEATH 03-28-2010
FILE NUMBER 21 10-0385
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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALONZO MARYJANE EFILE N0.:21 10-0385 ACN: 101 DATE: 03-28-9017
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) 52, 000.00
c2) .00
c3) .00
c4) .00
c5) 1 , 230.75
c6) 150.06
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 53,380.81
(9)- 17.194.94
clo) 1.113.08
11. Total Deductions X11) 18,308.02
12. Net Value of Tax Return C12) 35, 072.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 35,072.79
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 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _ 3.07?.. 9 x 045 = 1,578.28
17. Amount of Line 14 at Sibling rate (17) 00 =
_ X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due
C19)= 1,578.28
TAX CREDITS:
YATmtNI RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-27-2010 CD013818 .00 1,578.28
TOTAL TAX PAYMENT 1,578.28
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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