HomeMy WebLinkAbout06-20-11. ,~, m~.
cc,r[j`~~.~!', ~r' ~.,r~;~~~ ICE OF INHERITANCE TAX pennsylvan~a ~ ~ '`~ '
A~~Alb~r NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~r,~!{;~;_';, ~~~ , ,
INHERITANCE TAX DIVISION 1 iw.°.i;'.~ -. ~ '~'~ ,t~~~ CTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
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DATE Ob-07-2011
ESTATE OF BROWN WALTER A
CL~~~ ~~ DATE OF DEATH 07-01-2010
4R~+~J v~~RT FILE NUMBER 21 10-0749
~~~~~~~ ~~ ~. COUNTY CUMBERLAND
KATHLEEN BROWN ACN 101
APPEAL DATE: 08-06-2011
1 SHEELEY LN (See reverse side under Objections )
BOILING SPRINGS P A 17 0 0 7 Amount Remitted C
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
ETAIN_LOWER_POR
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CUT ALONG THIS LINE TION_-FOR_YOUR_RECORDS- E-- ___________________
_
_
REV-1547 EX AFP C12-10~ NOTICE OF INHER CE OR
O
A
R
TAX
OF
ASSESSMENT
DEDUCTIONS AND
DISALLOWANCE OF
ESTATE OF: BROWN WALTER AFILE N0 .:21 10-0749 ACN: 101 DATE: 06-07-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
C1) 120,000.00 NOTE: To ensure proper
1. Real Estate (Schedule A) credit to your account,
00
2. Stocks and Bonds (Schedule B) C2) .
submit the upper portion
0 0
Closely Held Stock/Partnership Interest (Schedule
3
.
of this form with your
C) C3)
.
Mortgages/Notes Receivable (Schedule D)
4
C4) • ~~ tax payment.
.
19,403.94
Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5)
5
.
6. Jointly Owned Property (Schedule F)
C6) .00
441 , 010 .47
7. Transfers (Schedule G)
C7)
~$) 580 , 414.41
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sche dule H) C9) 8.6 8 5.7 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
C11) 8,685.75
11 . Total Deductions 571 , 728 . 6b
C12)
12. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 91
13 .0 0
13 Trusts (Schedule J) C13)
. C14) 571 , 728.66
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines 14, 15 and/'or 16, 17, 18 and 19 will
reflect figures that include the tota l 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-)
C15) 571,728.66 x 00 = .00
c16) . nn x 045 = . 00
C17) . oo x 12 = . 00
C18) .00 X 15 = .00
C19)= . 00
AMOUNT PAID
TOTAL TAX PAYMENT .00
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.