HomeMy WebLinkAbout06-20-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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SUITE 200
570 LAUSCH LANE
LANCASTER PA 17601
NOTICE OF INHERITANCE TAX
r!'~~tl LLOWANCE OR DISALLOWANCE
~~"`" ''"" " ~ NS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE 7
REV-1547 EX AFP (12-10)
DATE 06-13-2011
ESTATE OF WOODS ELISABETH G
DATE OF DEATH 02-23-2010
FILE NUMBER 21 ].0-0329
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-12-2011
(See reverse side under Objections
Amount Remitted C
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
d» i` t ~ r.: ~ ~ ~'. i S 14
RETAIN LOWER PORTION FOR YOUR
---------- RECORDS F'~' _______
-'-- ___________
CUT ALONG_ THIS LINE ___ ~ ---------------------
R
R
N ALLOWANCE OR
ASSES
DEDUCTIONS AND
REV-1547 EX AFP C12-10~ NOALLOWANCE
OF
DIS SMENT OF TAX
06-13-2011
ELISABETH GFILE N0.:21 10-0329 DATE:
ACN: 101
ESTATE OF: WOODS
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1)
•0 0 NOTE: To ensure proper
C
1. Real Estate (Schedule A)
(2) 350, 709.55 credit to your account,
upper portion
th
2. Stocks and Bonds (Schedule B)
(3)
submit
- '~ ~ of thi
e
s form with your
Closely Held Stock/Partnership Interest (Schedule C)
3 .0 0 tax pa yment.
.
C4)
Mortgages/Notes Receivable (Schedule D)
4 85,,638.18
.
sh/Bank Deposits/Misc. Personal Property (Schedule E) C6)
C ,Q 0
a
5.
Jointly Owned Property (Schedule F)
6 238,864.69
C7)
.
7. Transfers (Schedule G) C8) 675.212.42
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 41,438.29
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
9
1U) 11,3 1 6.7 5
.
C
10. Debts/Mortgage Liabilities/Liens (Schedule I) 52,755.04
C11)
622,457.38
11. Total Deductions C12) .0 0
12. Net Value of Tax Return C13)
)
/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
l 6 2 2,4 5 7.38
e
13. Charitab C14
14. Net Value of Estate Subject to Tax 1$
/or 16, 17,
15 and and 19 W111
lines 14,
NOTE: If an assessment was issued previously,
f ALL retu
,
rns assessed to date
.
reflect figures that include the total o
ASSESSMENT OF TAX:
C15) .00 X 00 = .00
15. Amount of Line 14 at Spousal rate (i6) 55 ~ 77~ . 44 X 045 = 11 , 507.51
Amount of Line 14 taxable at Lineal/Class A rate
16 0 ~ X 12 = .0 0
.
C17)
17. Amount of Line 14 at sibling rate .
366, 734 .92 X 15 =
55, 009 .34
18. Amount of Line 14 taxable at Collateral/Class B rate C18) (19)= 6 6,516.8 5
19. Principal Tax Due
TAX CREDITS :
DISCOUNT C+)
PAYMENT RECEIPT
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
192.49
60
3,168.03
05-20-2010 CD012785 38.30_ ,
3,196.06
04-07-2011 CD014268 .00 1.43-
06-06-2011 REFUND
TOTAL TAX PAYMENT b6,516.85
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.