HomeMy WebLinkAbout07-05-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CHRISTA M ALPIN
STE 12
845 SIR THOMAS CT
HBG
NOTICE OF INHERITANCE TAX
AP ~ j&~l4~,NT~~2A ANCE OR DISALLOWANCE
' ~~C~"IbD ASSESSMENT OF TAX
pennsylvania ~ ~ t
DEPARTMENT OF REVENUE t
REV-1547 EX AFP C12-10)
,R~f ~ ~~ ~~ ~.., DATE 06-20-2011
~ ~' ~" ~~~ ESTATE OF I)ITMER THELMA C
DATE OF DEATH 02-11-2011
~RE( (,~~ FILE NUMBER 21 11-0217
4Fif'~,~?~'S ~~JRT COUNTY CUMBERLAND
`~,~~~j~i'1?~..,~~:A~~,+` ~.~~,, ~p, ACN 101
APPEAL DATE: 08-19-2011
(See reverse side under Objections )
PA 17109 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF~ WILLS
1 COURTHOUSE SQUARE
CARLISLE F'A 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS E--
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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: DITMER THELMA (FILE N0.:~1 11-n~i7 ACNE ini nerF. nc_~n_~nii
TAX RETURN WAS: (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) 61 , 310 .47
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,6 4 5.4 4
6. Jointly Owned Property (Schedule F) (6) 10,370.49
7. Transfers (Schedule G) C7) 47, 000.00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets cs) 122,326.40
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 12,4 7 9.2 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2 5.0 0
11. Total Deductions C11) 12,504.22
12. Net Value of Tax Return C12) 109,822.18
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 109,822.18
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 09.8 _ l8 x 045 = 4,942.00
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 (19)= 4,942.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-12-2011 CD014294 247.10 4,694.90
TOTAL TAX PAYMENT 4,942.00
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.