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- NOTICE OF INHERITANCE TAX Pennsylvania 1-
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLtJ,WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE `
INHERITANCE TAX DIVISION OF DEDUCTIONS ~~AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-16-2011
ESTATE OF MARSTON BARBARA J
DATE OF DEATH 06-30-2010
FILE NUMBER 21 10-0673
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~- ~- COUNTY CUMBERLAND
ROBERT G FREY ACN 101
5 S HANOVER ST APPEAL DATE: 07-15-2011
C A R L I S L E P A 17 013 ( 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 ~
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MARSTON BARBARA JFILE N0.:21 10-0673 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) (1) 88,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
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) 11,09 0.67
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 99,590.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 30.119.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 299.00
11. Total Deductions (11) 30,418.00
12. Net Value of Tax Return (12) 69, 172.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 69, 172.67
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 (15) .170 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) 69.17?.67 X 12 = 8,300.72
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .170 X 15 - .00
19. Principal Tax Due (19)= $,300.72
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-02-2010 CD013293 52.63 1,000.00
09-08-2010 CD013322 326.05 6,195.00
09-30-2010 CD013430 36.36 2,500.00
TOTAL TAX PAYMENT 10,110.04
BALANCE OF TAX DUE 1,809.32CR
INTEREST AND PEN. .00
TOTAL DUE 1,809.32CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.