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NOTICE OF INHERITANCE TAX pennsylvan~a - ~ ~~:
~7ren,AP ~ ~+IT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE r`
BUREAU OF INDIVIDUAL TAXE~~ ~,,,~''t:,. •' t~j''~j'CTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
INHERITANCE TAX DIVISION ~.j ,~,,'' . ,_,, ,t ~_ Y{.f `~
PO BOX 280601 ~i~ ~-b"~ ' ~--` '
HARRISBURG PA 17128-0601
DATE 06-07-2011
r . 4 ~. , p, r- ., '~ i,:;' ,`.y ;~~ MARY H
-. r, r <.s,~il ~-~ ~ ~ ESTATE OF FORTNEY
DATE OF DEATH 05-04-2010
CLERK 4F FILE NUMBER 21 10-0495
O~F~--,~ ~ ~',,~URT COUNTY CUMBERLAND
JANE M ALEXANI~,i~(~E~~G CC~., ~~ ACN 101
APPEAL DATE: 08-06-2011
14 8 S BALTIMORE S T ( See reverse side under Objections
DILLSBURG PA 17019
Amount Remitted[
MAKE REGISTERA OF WI A gD REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~ RETAIN LOWER PORTION FOR YOUR-RECORDS_ E~-___________________
C__U _T A__LO_N_G_ THIS LINE ___________________________________
- EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRASSESSMENTAOFOTAXCE OR
REV 1547 DISALLOWANCE OF DEDUCTIONS AND
ACN: 101 DATE: 06-07-2011
ESTATE OF: FORTNEY MARY HFILE N0.:21 10-0495
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
(1) 95,000.00 NOTE: To ensure proper
1. Real Estate (Schedule A) •~ ~ credit to your account,
C2) submit the upper portion
2. Stocks and Bonds (Schedule B)
(3) '~ ~ of this form with your
3. Closely Held Stock/Partnership Interest (Schedule C) C4) •0 Q tax payment.
4. Mortgages/Notes Receivable (Schedule D) 11 , 139.07
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C6) •0 0
6. Jointly Owned Property CSch dule F) C7) 67,729.71
7. Transfers (Schedule G) C8) 173,868.78
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 22,440.50
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C1U) b,0 8 b.0 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) 2$,526.58
C11)
11. Total Deductions C12) 145,342.20
12. Net Value of Tax Return C13) .0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C14) 14 5,34 2.2 0
14. Net Value of Estate Subject to Tax 1$ and 19 will
lines 14, 15 and/or 16, 17,
NOTE: If an assessment was issuedpreviouslY,
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: .00 X 00 .00
C15)
15. Amount of Line 14 at Spousal rate C16) lr.r . ~4 0 X 045 = 6, 540 .30
16. Amount of Line 14 taxable at Lineal/Class A rate (17) .0~ X 1 2 = .0 0
17. Amount of Line 14 at Sibling rate . ~~ X 15 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) (19)= 6,54 0.30
19. Principal Tax Due
TAX CREDITS: DISCOUNT C+)
RECEIPT AMOUNT PAID
PAYMENT
DATE NUMBER INTEREST/PEN PAID C-)
255.79 4,860.00
07-27-2010 CD013106 •00 1,172.99
03-28-2011 CD014200
INTEREST IS CHARGED THROUGH Ob-22-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 6,288.78
BALANCE OF TAX DUE 251.52
INTEREST AND PEN. 7.84
TOTAL DUE 259.36
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.