HomeMy WebLinkAbout06-20-11- - -
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~OF INHERITANCE TAX pennsylvan~a ~ ~
NOTICE
AL ~`~";"'~' ~;~{ppEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OFREVENU
BUREAU OF INDIVIDU ~~~,-~-,.:~r ,,,.,r ~~;~~ EDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP c12-lo)
INHERITANCE TAX DIVISION ~L,ia=t'1 ; iw~ ~~ ; ~ ; ;,,,~~,j_
PO BOX 280601
HARRISBURG PA 17128-0601
+~r~r ??. ~? ~'" i^> DATE 06-1.3-2011
ESTATE OF ENDRESS MARION V
IiLE~i~ ~~ DATE OF DEATH 04-07-2010
FILE NUMBER 21 '.LO-0449
~'` 4~P~-~'S ~Q~~+~T COUNTY CUMBERLAND
F~~~~ ~~ ~ ? 101
ELIZABETH Q.' ACN
APPEAL DATE: 08-12-2011
3 6 31 N F R O N T S T ( See reverse side under Objections )
HARRISBURG PA 17110-1533
Amount Remitted C
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
RETAIN LOWER PORTION FOR YOUR RECORDS ~____________________
CUT ALONG_ THIS LINE ___ ~ ______________________________ ---"
REV-1547 EX AFP C12-10~ NOTICE OF INHERITDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
DISALLOWANCE OF DE
ACN: 101 DATE: 06-13-2011
ESTATE OF: ENDRESS MARION VFILE N0.:21 10-0449
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
C1) •0 0 NOTE: To ensure proper
1. Real Estate (Schedule A) .0 0 credit to your account,
C2) submit the upper portion
2. Stocks and Bonds (Schedule B)
(3) '0 0 of this form with your
3. Closely Held Stock/Partnership Interest (Schedule C) C4) ,0 0 tax payment.
4. Mortgages/Notes Receivable (Schedule D) 59 -285.21
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (6) ,0 0
6. Jointly Owned Property (Schedule F) C7) _ .0 0
7. Transfers (Schedule G) 59 , 285.21
C8)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: lO,OlZ~.89
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C1U) 8,5 24.4 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) 1$,587.38
C11)
11. Total Deductions C12) 40,697.83
12. Net Value of Tax Return C13) .0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C14) 4 0,6 9 7.8 3
14. Net Value of Estate Subject to Tax 1$ and 19 will
lines 14, 15 and/or 16, 17,
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: DISCOUNT C+)
PAYMENT RECEIPT
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 06-28-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00 x 00 = .00
C15) . 00
c16) .00_ x 045 =
c17) . oo x 12 = . 00
40,697.83 X 15 = 6,104.67
c18)
c19)= 6, 104 . b7
AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 6,104.67
INTEREST AND PEN. 86.10
TOTAL DUE 6,190.77
IF TOTAL DUE IS REFLECTEII AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.