HomeMy WebLinkAbout06-20-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CLERK C~fi
cc~~ORR~1~N'S CGURT
TAYLOR P ANDREWS ES4~~~~~Ri-~ ~~~~. ~•
78 W POMFRET ST
CARLISLE PA 17015
NOTICE 0~ INHERITANCE TAX
~~p;F~,~IISEM6l+'TM';'~~LOWANCE OR DISALLOWANCE
;~-Q~F DEDUCTIb AND ASSESSMENT OF TAX
ennsylvania ~? ~ -
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-10)
DATE 06-07-2011
ESTATE OF ANDERSON MARY K
DATE OF DEATH 08-.L2-2010
FILE NUMBER 21 LO-1078
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-06-2011
(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 YOUR _RECORDS_ ~'_______
"" ____________
CUT ALONG THIS LINE _______________________________
CE OR
OF
N
O
A
R
R
CE
TAX
OF
REV-1547 EX AFP C12-10~ NOTICE
ASSESSMENT
DEDUCTIONS AND
OF
DISALLOWAN
KFILE N0.:21 10-1078 ACN: 101 DATE: 06-07-2011
MARY
ESTATE OF: ANDERSON
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
88,900.00 NOTE:
To ensure proper
C1)
Real Estate (Schedule A)
1 .~ ~ credit to your account,
.
(2)
2. Stocks and Bonds (Schedule B)
(3) submit
•~ ~ of thi the upper portion
s form with your
Closely Held Stock/Partnership Interest (Schedule C)
3 .Q 0 tax pa yment.
.
(4)
Mortgages/Notes Receivable (Schedule D)
4
5, 128.51
.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) C6)
5 .0 0
.
Jointly Owned Property (Schedule F)
6 .0 0
.
C7)
7. Transfers (Schedule G)
(8) 94 , 028 .51
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 2q
940.34
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) ,
307 , 577.41
(10)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
337,517.75
(11)
243,489.24-
11. Total Deductions (12)
12. Net Value of Tax Return C13)
nmental Bequests; Non-elected 9113 Trusts (Schedule J) .0 0
2 4-
4 8 9
24 3
13. Charitable/Gover (14) .
,
14. Net Value of Estate Subject to Tax
/or 16, 17, 18
15 and
and 19 will
lines 14,
NOTE: If an assessment was issuedpreviously,
.
ssessed to date
.
reflect figures that include the total of ALL returns a
ASSESSMENT OF TAX:
(15) .00 X 00 = .00
15. Amount of Line 14 at Spousal rate
(16)
x 0 4 5 =
i'n'k" , 00
16. Amount of Line 14 taxable at Lineal/Class A rate _
X 12
~
~ .0 0
C 17 )
17. Amount of Line 14 at Sibling rate ..
.
~
. ~~ X 15 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) (19)= .0 0
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
NUMBER INTEREST/PEN PAID (-)
DATE
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 SIIIE OF THIS FORM FOR INSTRUCTIONS.