HomeMy WebLinkAbout05-20-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
Pennsylvania i
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
- ~ DATE 05-16-2011
ESTATE OF WION DONALD A
DATE OF DEATH 12-07-2010
FILE NUMBER 21 10-1238
COUNTY CUMBERLAND
ROBERT A MIX ACN 101
115 E HIGH ST APPEAL DATE: 07-15-2011
B E L L E F O N T E P A 16 8 2 3 ( See reverse side under Objections )
Amount Remitted C
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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: WION DONALD AFILE N0.:21 10-1238 ACN: 101 DATE: 05-16-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL 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 (Schedule I)
(1) •00 NOTE: To ensure proper
~2) ,00 credit to your account,
.00 submit the upper portion
~3) of this form with your
(4) • 00 tax payment.
c5) 588, 197.61
c6) .00
c7) .00
c8) 588,197.61
(9) 12,847.07
clo) 14,334.84
11. Total Deductions C11) 27, 181 .91
12. Net Value of Tax Return I12) 561,015.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 561 , 015.70
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 C15) .DO X 00 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) S61 .O1F;-70 x 045 = 25,245.71
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 25,245.71
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-03-2011 CD014086 1,262.29 23,983.42
TOTAL TAX PAYMENT 25,245.71
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.