HomeMy WebLinkAbout06-20-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL y~,~ c~~'~`~`~ ' ~ EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~ }~ ~ ~~~ `"r + ~
Po Box 280601 ern;(`,r ;', '';~ 1~,;; ~, EDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~ ~ ~`'`~ ~ `"' ~ °" ~ "f-~'--`~
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415 W BROAD ST
QUAKERTOWN PA 18951
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10) ,~w,_,v,_Q,~,~..
DATE 06-13-2011
ESTATE OF BOSSERT LUTHER K
DATE OF DEATH 07-18-2010
FILE NUMBER 21 10-0752
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-12-2011
(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_ETAIN LOWER POR_T
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REV-1547 EX AFP F
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C12-10~ NOTICE OF INHERITANCE T
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A
C
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LLOWANCE OF DEDUCTIONS
ESTATE OF: BOSSERT AND
ASSESS E
MENT
OF
TAX OR
LUTHER KFILE N0.:21 10-0752 ACN:
101
DATE: 06-13-2111
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) '0 0 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Sched
l C2) •0 0 credit to your account,
u
e C)
4. Mortgages/Notes Receivable (Schedule D) C3) .0 0 submit the upper portion
of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C4)
(5) •0 0
16,
6 5 8
7 7 tax payment.
6. Jointly Owned Property (Schedule F) .
7. Transfers (Schedule G) C6) 10,683.84
C7) 147, 070.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) 174,412 61
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C9) 4 8 7
11 T Clo) 59.47
. otal Deductions
12. Net Value of Tax Return C11) 4,892.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C12) 16 9,5 2 0.4 2
14. Net Value of Estate Subject to Tax C13) .0 0
NOTE: If an assessment was issued previously
li 14 169,520 42
reflec t figures that ,
include the tot
l nes 14, 15 and/or 17
16, o and 19 will
ASSESSMENT OF TAX: a
of ALL returns asses sed to d t
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rat C15) .0 0 X 0 0 = .0 0
17. Amount of Line 14 at Sibling e
rate C16) 1 69 ~?0 47 x 045 = 7, 628.42
18. Amount of
Line 14 taxable at
Collateral/Class B C17) _ no x 12 = .00
19. Principal
Tax Due rate C18)
• 00
X 15 =
. 00
TAX CREDITS: C19)= 7,628.42
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
02-23-2011 CD014056
.00 7,628 .42
TOTAL TAX PAYMENT
7,628.42
BALANCE OF TAX DUE .00
INTEREST AND PEN.I .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL DUE ~ .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.