HomeMy WebLinkAbout06-20-11NOTICE OF INHERITANCE TAX pennsylvan~a ~ ~ ~~
f"'"~~~p,C!'~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE `
BUREAU OF INDIVIDUAL TAXES ~~-E..-~..' ~~-'' ~~~' '~~' r
loN ~,.- ^~r(~ F°~~~,~~W+ INS AND ASSESSMENT OF TAX REV-1547 EX AFP c12-lo)
INHERITANCE TAX DIVIS j. i`~, + r-r ~ ~'
PO BOX 280601 1 iL~ar ~ ..-.+ + 5..'r ti :~,~:,J
HARRISBURG PA 17128-0601
,,.,t, t{;` ~ ~ ,~, ~ DATE 06-].3-2011
"` ' ° ``~`~"` `~ ~A~ ° ~~`-~ ~ ~ ESTATE OF EVANS EVELYN M
DATE OF DEATH 03-U9-2010
~~~~F FILE NUMBER 21 :LO-0277
~+QRPHA~~S ~~URT COUNTY CUMBERLAND
STEPHEN D TILEY Cl1i~~~L~} ~~.+ PA ACN APPEAL DATE: 08-12-2011
5 S H AN O V E R S T (See reverse side under Objections )
CARLISLE PA 17013
Amount Remitted C
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SAUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _--~ __RETAIN_LOWER_PORTION_FOR_YOUR_RECORDS_ ~ ___________________
REV-1547 EX AFP (12-10 NOTICE OF INHERITANCE ONS ANDRASSESSMENTAOFOTAXCE OR
DISALLOWANCE OF DEDUCTI
ESTATE OF: EVANS EVELYN MFILE N0.:21 10-0277 ACN: 101 DATE: 06-13-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
C1) 88,500.00 NOTE: To ensure proper
1. Real Estate (Schedule A) ,~ 0 credit to your account,
C2) submit the upper portion
2. Stocks and Bonds (Schedule B) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
C4) • 00 tax payment.
4. Mortgages/Notes Receivable (Schedule D) 11,006.34
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
C6)
6. Jointly Owned Property (Schedule F) 3, 014.00
7. Transfers (Schedule G) C7)
C8) 102 , 520.34
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 10,775.96
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4,7 94.9 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)
C11) 15, 570.91
11. Total Deductions C12) 86,949.43
12. Net Value of Tax Return .0 0
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) C13) 8 6,9 4 9.4 3_
C14)
14. Net Value of Estate Subject to Tax
lines 14, 15 and/'or 16, 17, 18 and 19 will
NOTE: If an assessment was issued previously.
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
06-07-2010 CD012862 195.64
06-06-2011 REFUND .00
C15) .00 X 00 = .00
C16) 86 , 949.43 x 045 = 3, 912.72
C17) x 12 = .00
c18) .00 X 15 = .00
C19)= 3, 912.72
AMOUNT PAID
3,800.00
82.92-
TOTAL TAX PAYMENT 3,912.72
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.