HomeMy WebLinkAbout06-20-11NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES S~E~-Z; OWANCE OR DISALLOWANCE
„_!°'~~~'~~~~~~j~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION AND ASSESSMENT OF TAX '
PO BOX 280601 ''~ r'' -, ; j~ REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601 ~~~.J: , ~ ~„~'~ , ';` .,~Y,1f ~~
~~f,13~`~~~~ ~~~~~~` ~!~ ESTATE OF BUTLER2011 JOAN
C
DATE OF DEATH 1.2-27-2009
C~R~( ~~ FILE NUMBER "c.'1 09-1203
LISA MARIE COYNE ~~P~'~ ~~UR~ COUNTY CUMBERLAND
3901 MARKET ST ~' J~'~~~"~~'°'4''~~ ~~ ~ PA. ACN 101
APPEAL DATE: 08-12-2011
CAMP H I L L P A 17 011 - 4 2 2 7 (See reverse ,side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _'~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E~ _
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT,-ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: BUTLER JOAN (FILE N0.:21 09-1203 ACN: 101 DATE: 06-13-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) C1)~_ .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) _rQ ~ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) ~3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) c5) 283, 943.30
6. Jointly Owned Property (Schedule F) C6) 1 1 , 453.43
7. Transfers cSchedule G) ~7) 1 , 293.98
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 296,690.71
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1,0 6 9 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,9 9 8.81
11. Total Deductions
cll) 39, 055.71
12. Net Value of Tax Return 635.00
c12) 257,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) c13)
.00
14. Net Value of Estate Subject to Tax C14) 257,635.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to d to and 19 will
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 (+)
DATE NUMBER INTEREST/PEN PAID C-)
03-26-2010 CD012534 579.68
c15) .00 X 00 = .00
c16) 757.635 no x 045 = 11,593.58
c17) . nn x 12 = . 00
c18) .00 X 15 = .00
c19)= 11,593.58
AMOUNT PAID
12,000.
TOTAL TAX PAYMENT 12,579.68
BALANCE OF TAX DUE 986.1OCR
INTEREST AND PEN. .00
TOTAL DUE 986.1OCR
* 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.