HomeMy WebLinkAbout05-20-11IVCITICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAIS~IENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE rnx DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
~ :, ~ 1
STEPHEN D TILEI'
5 S HANOVER ST
CARLISLE PA 17013
Pennsylvania;
DEPARTMENT OF REVENUE .
REV-1547 EX AFP (12-10)
DATE 05-16-2011
ESTATE OF VOZAR JENNIE L
DATE OF DEATH 11-16-2008
FILE NUMBER 21 08-1183
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-15-2011
(See reverse side under Ohjections )
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 F--
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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: VOZAR JENNIE LFILE N0.:21 08-1183 ACN: 101 DATE: 05-16-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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) 46,000.00 NOTE: To ensure proper
(2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
(5) 12,532.00
(6) .00
(7) 76,395.00
(B) 134,927.00
(9) 16 , 877.00
(lo) 5,579.00
11. Total Deductions (11) 22,456.00
12. Net Value of Tax Return C12) 112,471.00
13. Charitable/Governmental Bequ ests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 112,471.00
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 x 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 11?.471 .67 x 045 = 5,061.23
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)= 5, 061 .23
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
03-18-2011 CD014147 .00 1,831.41
INTEREST IS CHARGED THROUGH 05-31-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 1,831.41
BALANCE OF TAX DUE 3,229.82
INTEREST AND PEN. 349.76
TOTAL DUE 3,579.58
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUEQ
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.