HomeMy WebLinkAbout07-15-11_NOTICE OF INHERITANCE TAX Pennsylvania ~'
~-„~~, ~ ; ~ ~Apj~~I~I~EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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BUREAU OF INDIVIDUAL TAX~S. bF!, !~~DUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
INHERITANCE TAX DIVISION ~'~~'~. I ~ ~-
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PO BOX 280601
HARRISBURG PA 17126-0601
CLF~h~ CF T
J AM E S M R O B ~"}~S°(~N
129 S PITT ST
CARLISLE PA 17013
DATE 07-04-2011
ESTATE OF BOYER GERTRUDE H
DATE OF DEATIi 11-06-2009
FILE NUMBER 21 09-1066
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-02-2011
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTEF: OF WILLS
1 COURTFIOUSE SQUARE
CARLISLE: PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ ______________
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEME:NT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOYER GERTRUDE HFILE N0.:21 09-1066 ACN: 101 DATE: 07-04-2011
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
Cl)-- •00 NOTE: To ensure propel
1. Real Estate (Schedule A) •00 credit to your accoun~
2. Stocks and Bonds (Schedule B) C2)-- submit the upper port
3. Closely Held Stock/Partnership Interest (Schedule C) C3) _ _ .00 of this form with you.
C4)_ •OU tax payment.
4. Mortgages/Notes Receivable (Schedule D) •00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5)- ,0 0
6. Jointly Owned Property (Schedule F) C6)
C7)_ .00
7. Transfers (Schedule G)
Cs) .00
8. Total. Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11
12
13
14
C9).- .00
Clo),_ 37,529.94
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net 'Value of Estate Subject to Tax
NOTE: If an assessment was issued previously,
reflect figures that include the total
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
529.94
37
C11) ,
529.94-
37
c12) ,
(13) . 00
C14) 579 , 745.82
lines 14, 1!5 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-)
07-26-2010 CD013102 .00
00 - .00
045 = 26,088.56
12 = .00
15 = .00
C19)= 26, 088.56
.4
TOT/1L TAX PAYMENT 27,777.41
BALANCE OF TAX DUE 1,688.85CR
INTIEREST AND PEN. .00
TOTAL DUE 1,688.85CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
C15) • 00 X
C16) ~79.74~.89 X
C17) . on x
C18) • 00 X
AMOUNT PAID
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