HomeMy WebLinkAbout07-15-11_ NOTICE OF INHERITANCE TAX Pennsylvania ~ ~
r r~~,~r-„-~ , . ~p
BUREAU OF INDIVIDUAL TAXE~`'+ ~~ ~~_-~'Ai.PP~f~'+~~`l'.'~NT, ALLOWANCE OR DISALLOWANICE. DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION r"-" ~. Try !l~F,!!I1~aUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601 t'~L'~... ~.: ; ,_:.~ ~._. ~ ~ :'.....~,i
HARRISBURG PA 17128-0601
"'~'E~ !; `= (~. '` ° ^-'` ~
~
' DATE 07-12-2011
..:~,..~.... ,~ E.1
.:
..~i
ESTATE OF JOHNS ROSEMARY
~,~~~~ n~ DATE OF DEATH 12-29-2010
G~C~~~,~r,~i,,_~~.
vUi~~ FILE NUMBER 21 11-0356
~~"'y v
' ~
~
` COUNTY CUMBERLAND
, ,
~
~- . rt
-~
WM D SCHRACK ACN 101
124 W HARRISBURG ST APPEAL DATE: 09-1 0-2011
DILLSBURG PA 17019-1268 (See reversesid~eunderObjections)
Amount Remitted C
MAKE CHECK PAYA]BLIE AND REMIT PAYMENT T0:
REGISTER OF WiILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL ONG THIS LINE ---- -~ RETAIN LOWER PORTION FOR YOUR RECORI]S E-
REV-15 47 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT ~DF TAX
ESTATE OF: JOHNS ROSEMARY FILE N0 .:21 11-0356 ACN: 101 DATE: 07-12-2011
TAX RETURN WAS: (X) ACCEPTE D AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) _ •00 NDTE: To ensure proper
2. Stocks and Bonds (Schedule B)
.00
C2) _
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .
C) C3) _ of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) _ •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) _ .00
6. Jointly Owned Property (Schedule F) (6) 86_639.43
7. Transfers (Schedule G) (7) _ .00
8. Total Assets c8) 86,639.43
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 1,425.90
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) _ .0 0
11. Total Deductions (11) 12,425.90
12. Net Value of Tax Return (12) 74,213.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 74,213.53
NOTE: If an assessment was issued previously, lines 14, 15 andl/or 16, 17, 18 and 19 will
reflec t figures that i nclude the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) _ 00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 74.11,~,y~ X 045 = 3,339.61
17. Amount of Line 14 at Sibling rate C17) ~~„Q_ X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .0 0
19. Principal Tax Due C19)= 3,339.61
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-17-2011 CD014149 152.63 :?,!00.0 0
05-04-2011 CDD14418 .00 ;?86.9 8
TOTAL TA}: PAYMENT 3,339.61
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" (CR), YOU MAY BE DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE= OF THIS FORM FOR INSTRUCTIONS.