HomeMy WebLinkAbout04-27-11_ .,r ~~,,,,„„ NOTICE OF INHERITANCE TAX Pennsylvania ; .
' r~ :dPR~'RAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUA~t"FAX€S DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION `
I ~ '~ ~ `~F DEDUCTIONS AND ASSESSMENT OF TAX REV-1x47 Ex AFP clz-log
PO BOX 280601 ~~ -
HARRISBURG PA 17128-0601
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-„ ^, F.J DATE 04-18-2011
ESTATE OF FLOYD DALE L
~{ `I~S'~ vF DATE OF DEATH 11-04-2010
~j~lu,ry,_r,{~ti Jt~ ~~~~ FILE NUMBER 21 10-1254
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~ COUNTY CUMBERLAND
R O G E R B LI
"~1'f N "` - ACN 1 01
60 W POMFRET ST APPEAL DATE: 06-1 7-2011
CAR L I S L E PA 17 013 ( See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~) RETAIN LOWER POR
---------------------------------------------- TION FOR YOUR RECORDS (~
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE -----------
TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: FLOYD DALE LFILE N0.:21 10-1254 ACN: 101 DATE: 04-18-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 162, 094.30 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .~~ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •~~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Sched ule E) C5) 650.50
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 162.744.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) (q) 17,8 30.99
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 910.11
11. Total Deductions (11) 18,741.10
12. Net Value of Tax Return (12) 144,003.70
13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 144,003.70
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 C16) 144.0[13.70 x 045 = 6,480.17
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B r ate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 6,480.17
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-04-2011 CD013982 324.01 6,156.16
TOTAL TAX PAYMENT 6,480.17
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 D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.