HomeMy WebLinkAbout07-05-11~~~'~F~~; ^~*^Ah~ E OF INHERITANCE TAX pennsylvania ~~ ~
BUREAU OF INDIVIDUAL TAXES ~ ,7~. ~ ~ ALLOWANCE OR DISALLOWANCE •
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~l `..~~"~i~ ~f~..'DE8'• 6~IONS AND ASSESSMENT OF TAX REV-1547 IX AFP C12-10)
PO BOX 280601
HARRISBURG PA 17128-0601 4~, }~ `
DATE 06-20-2011
ESTATE OF MATTER MARLIN L
~i~~K ~~ DATE OF DEATH 01-23-2011
Q~~t ~~~~~ ~~~R~ FILE NUMBER 21 11 - 0123
C~~~~~~~~~. ~"~~~ ~~ ~ P~," COUNTY CUMBERLAND
JOSEPH D KERWIN ACN 101
4245 STATE RTE 209 APPEAL DATE: 08-19-2011
E L I Z A B E T H V I L L E P A 17 0 2 3 (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 T_H I S L INE - - - - -- R_ ETA_ I N LOWER PO R
TI ON
FOR YOUR RECO
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _ _ _ _
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MATTER MARLIN LFILE N0.:21 11-0123 ACN: 101 DATE: 06-20-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .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) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4)
0 0 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6,6 7 8.5 2
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
C8) 6 ~ 678.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) Ei,7 0 7. 1
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 126881.22
11. Total Deductions C11) 133,588.73
12. Net Value of Tax Return C12) 126, 910 . 21 -
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 126, 910 .21 -
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
TAX CREDITS: C19) = .0 0
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 AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.