HomeMy WebLinkAbout07-05-11,_''T`I,~€~t HERITANCE TAX Pennsylvania `~ ~
BUREAU OF INDIVIDUAL TAXES AP F ,.,, ~'`~ ~ ~-~ANCE OR DISALLOWANCE DEPARTMENT OF REVEN
INHERITANCE TAX DIVISION ~. ~~11i~~,.~v ~ ~,ND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 IX AFP (12-10)
HARRISBURG PA 17128-0601
~~~t i ~ " ~.F `~ DATE U6-20-2011
ESTATE OF BEAM MINERVA A
~~~~~ ~{~~ ~F DATE OF DEATH 10 -18 - 2010
~ ~~~ ~~U~T FILE NUMBER e.l 10 -1203
~'«~~~~~~~~~~ (,;(,~„ ~A COUNTY CUMBERLAND
KAREN AMMERMAN ACN 101
408 BURGNERS RD APPEAL DATE: 08-19-2011
C A R L I S L E P A 17 015 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG T_H I S L I NE - - - - -~-~ R_ ETA_ IN LOWER POR_ TI ON_ 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 OF: BEAM MINERVA AFILE N0.:21 10-1203 ACN: 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) C1) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3)_,_ .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) i',7 0 9.04
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 7.709.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg)_ 8,28 .0 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) _ 8,981.16
11. Total Deductions C11) 17,263.24
12. Net Value of Tax Return C12) 9,554.20-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 9,554.20-
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) _0 0 x 04 5 = .0 0
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)= .0 0
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
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 A3 A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.