HomeMy WebLinkAbout07-05-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
T C OF INHERITANCE TAX
t~~~~~j~'~~ALLOWANCE OR DISALLOWANCE
~..f~~,_,~~~n;'~1GI,"~~iI1V~NS AND ASSESSMENT OF TAX
C~.ERit OF
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DAVID H MARTINEAU C1`
354 ALEXANDER SPRING RD
CARLISLE PA 17015
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pennsylvan~a ~~~ ~ ~
DEPARTMENT OF REVENUE
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REV-1547 IX AFP C12-10)
DATE 06-20-2011
ESTATE OF W'AIDLEY MARVA M
DATE OF DEATH OS-11-2010
FILE NUMBER 21 10-0854
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-19-2011
(See reverse ,side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE P'A 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECI~RDS f-
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WAIDLEY MARVA MFILE N0.:21 10-0854 A,CN: 101 DATE: 06-20-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0
2. Stocks and Bonds (Schedule B) C2) 59, 017 .39
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 25, 644 .43
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 60, 000.00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets t8) 144 , 661 .82
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14,14 9.3 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.8,542.36
11. Total Deductions C11) 32,691.66
12. Net Value of Tax Return (12) 111 , 970.16
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 111 , 970.16
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
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:
(15) .00 x 00 = .00
(16) 11 ] . 9T0 _ 16 x 045 = 5, 038.66
C18) .00 X 15 = .00
(19)= 5, 038.66
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-05-2010 CD013601 225.00 4,275.00
04-12-2011 CD014289 .00 538.b6
TOTAL TAX PAYMENT 5,038.b6
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDIE OF THIS FORM FOR INSTRUCTIONS.