HomeMy WebLinkAbout07-15-11NOTICE OF INHERITANCE TA)(
BUREAU OF INDIVIDUAL TAXES ~~(~~~~~~ a~,Fv~.-~ ~
INHERITANCE TAX DIVISION ~ ~ `-' ~~~~~ ALLOWANCE OR DISALLOiWANCE
Po Box zso6ol ,r~_ ;~F~ DEI1~IC~TIONS AND ASSESSMENT OF TAX
HARRISBURG PA 1 7128-0601 ~~`'`` -•- ~ ~ ~--~-'~
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MARK A MATEYA E ORPNH~{'S C~rI;RT
55 W CHURCH AVE
CARLISLE PA 17013
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10) ~-~-
DATE 07-12-2011
ESTATE OF LONG
DATE OF DEATH 02-13-2010 DAVID W
FILE NUMBER 21 10-0363
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-10_2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CUT ALONG THIS LINE CARLISLE PA 17013
REV-1547 EX AFP (12-10) NOTICEROFAINHERITANCERTAXNAPPRAISER-RE(:ORDS F
ESTATE OF: LONG ---'-'
DISALLOWANCE OF DEDUCTIONS AND ASSESSMEWTAOFOTAXCE OR
DAVID WFILE N0.:21 10-0363
Tax RETURN was : ,ACN : 101 DATE
APPRAISED VALUE nC orr,..,.. ~ X) ACCEPTED AS FILED r ~ ~,,,,,,,.__ 07-12-2011
~'- "'"~ Ds-atL oN: uKIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4• Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens CSched~~ia r.
11
12
13
14
(1)
~
(2)
00 NOTE: To ensure proper
c
X redit to your account
~3)-
~_ 00
~~- ,
submit the upper portion
(4)
00 of this form with
Your
(5) i5~1~4 tax
Payment.
c6) 117, 9~2
c7) ~>, 11_ 4 03
cB) 436 222.59
(9) ?7 7 1 ci
Total Deductions I10)~~7_89_77
Net Value of Tax Return
Charitable/Governmental Be C11) 93,301.38
quests; Non-elected 9113 Trusts (Schedule J) (12) 34 2,921.21
Net Value of Estate Subject to Tax
n3) .00
NOTE: If an assessment was c14)
issued previously, lines 14, 15 and/or 16, 342 921.21
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: 17~ 18 and 19 will
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate (15) 34 2,921 _
17• Amount of Line 14 at (16) ' 21 X 00 - . 00
Sibling rate ~ X 045 =
18. Amount of Line 14 taxable at Collateral/Class B rate (17) •00
19. Principal Tax Due ~- X 12 . 00
c19) .00 X 15
TAX CREDITS: .00
PAYMENT (19)=
RECEIPT . 00
DATE DISCOUNT (+)
NUMBER INTEREST/PEN PAID ~_)
AMOUNT PgID
TOTAL TAX PAYMENT
BALANCE OF T/1X DUE • 00
INTEREST AND PEN, •00
TOTAL DUE: •00
* IF PAID AFTER DATE INDICATED, SEE REVERSE •00
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT"
A REFUND. SEE REVERSE SIDE OF ''HIS FORM FOR)INSTRUCTIONS.DU~