HomeMy WebLinkAbout07-05-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A, , 1 ~~1~+~ WANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION nl~~~~°I,,Qr ~ ND ASSESSMENT OF TA;K
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HARRISBURG PA 17128-0601
CLERK OF
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HBG PA 17112
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 06-20-2011
ESTATE OF PETERS LINDA E
DATE OF DEATH 03-24-2010
FILE NUMBER 21 10-0463
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-19-2011
(See reverse :-ide under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS E-
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PETERS LINDA EFILE N0.:21 10-0463 ACN: 101
OR
DATE: 06-20-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHAINGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 40, 074.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 40 , 074.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) .0 0
12. Net Value of Tax Return C12) 40, 074.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 40,074.00
NOTE: If an assessment was issued previously, lines 14, 15 and)/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 40 , 074 _ 00 x 045 = 1 , 803.00
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 1 , 803.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-20-2011 CD014347 .00 ]L,803.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-21-2011
TOTAL TAB: PAYMENT 1,803.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 17.65
TOTAL DUE 17.b5
* 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.