HomeMy WebLinkAbout07-15-11~r ~n~~~=,.r ;.,r~4 'I~CS," OF INHERITANCE TAX
'~tr~JA~@~RALS ~L~rU;, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION r~~~";.,; ~0~:~,DEL1`U'~ C,41'IONS AND ASSESSMENT OF TA;K
PO BOX 280601
HARRISBURG PA 17126-0601
's~,,
t t viJL. 1 J l~I..~ ~[^ r.
CLERK 0~
ORPH_ AN'S CQURT
ROBERT C MAY ES~t)~~~t ~'`~1"~('~ ~^~' PA
4330 CARLISLE PIKE
CAMP HILL PA 17011
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 07-12-2011
ESTATE OF FILE MARTHA J
DATE OF DEATH 02-06-2011
FILE NUMBER 21 11-0211
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-10-2011
(See reverse side under Objections)
Amount Remitted C
MAKE CHECK PAYAI3LE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -3+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENTf DF TAX
ESTATE OF: FILE MARTHA JFILE ND.:21 11-0211 ACN: 101 DATE: 07-12-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHAIVGE:D
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 1177=200.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
667.80
_
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) _ •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 11D,384.4 9
6. Jointly Owned Property (Schedule F) (6) _ .00
7. Transfers (Schedule G) (7) _ .00
8. Total Assets (8) 128 , 252.29
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1411.61
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) lt9 36.95
11. Total Deductions (11) 12,348.56
12. Net Value of Tax Return (12) 115,903.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax (14) 115,903.73
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 a:ss~essed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) _00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 115,90~~ x 045 = 5,215.67
17. Amount of Line 14 at Sibling rate (17) ~,~ X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 5,215.67
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-27-2011 CD014375 260.78 G,954.89
TDTAL TAB: PAYMENT 5,215.67
BALANCE OF TAX DUE .00
INTEREST AWD PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE
FDR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE: OF THIS FORM FOR INSTRUCTIONS.