HomeMy WebLinkAbout06-20-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
rt'f~r A ALLOWANCE OR DISALLOWANCE
~ ,1~'`
..f.. ~, OF ,'~~~~p~,,l~ IONS AND ASSESSMENT OF TAX
,.. ,.bE ~'~ k
C~.ERK 0~
a~~~-v~s ~QfJRT
JOSEPH A MACALU~~~~~~~~-~?~~~ C~. PA
9614 ROWE RUN LOOP
SHIPPENSBURG PA 17257
Pennsylvania i r
DEPARTMENT OF REVENUE r~
REV-1547 EX AFP C12-10)
DATE 06-13-2011
ESTATE OF COY RAY A
DATE OF DEATH 09-:LO-2010
FILE NUMBER 21 :LO-0998
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
~ RETAIN LOWER PORTION FOR
_____________________________
CUT ALONG THIS LINE YOUR-RECORDS- ~ __
_____ -
CE
O
A _________________
OR
REV-154 ___
7 EX AFP C12-10~ NOTICE
TAX
OF
RDEDUCTIONS ANDRASSESSMENT
N
OF
ANCE
DISALLOW
AFILE N0.:21 10-0998 ACN: 101
DATE: 06-13-2011
ESTATE
RAY
OF: COY
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
40,000.00
NOTE: To ensure proper
1. Real Estate (Schedule A) C1)
.~ ~ credit to your account,
2. Stocks and Bonds (Schedule B)
C2)
C3)
submit the upper portion
with your
t
3. Closely Held Stock/Partnership Interest (Schedule C) .0 0 paymentm
tax
4.
Mortgages/Notes Receivable (Schedule D) C4)
1 ;, 304.98
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) ,0 0
6.
Jointly Owned Property (Schedule F) C6)
.0 0
C7)
7. Transfers (Schedule G) 304.98
41
C8) ,
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS: 01
026
12
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) .
,
C9) 7 12 2.8 3
10.
Debts/Mortgage Liabilities/Liens (Schedule I) C10)
19, 148.84
11 .
Total Deductions C11)
C12)
22, 156.14
12. Net Value of Tax Return
ble/Governmental Bequests; Nonelected 9113 Trusts
it C13)
(Schedule J) .0 0
14
15 6
2 2
13. a
Char C14) .
,
14. Net Value of Estate Subject to Tax
15 and/or 16, 17
, 18 and 19 will
NOTE:
lines
If an assessment was issued previously,
14,
sessed to
date.
fl ct figures that include the total of ALL returns as
re e
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-)
04-08-2011 CD014279 .00
997.03
TOTAL TAX PAYMENT 997.03
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL. DU E . 0 0
.00 X 00 = .00
C15)
C16) 2 , 156. 14_ x 045 = 997.03
c17) x 12 = .00
.00 X 15 = .00
Cls)
C19)= 997.03
AMOUNT PAID
* 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.