HomeMy WebLinkAbout05-20-11NOTICE OF INHERITANCE TAX Pennsylvania ~ '
BUREAU OF INDIVIDUAL TAxES AP~'RAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~bF DEDUCTIONS AND ASSESSMENT OF 1rAX DEPARTMENT OF REVENUE
PO BOX 280601 -- - REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601
DATE 05-09-2011
ESTATE OF WHISTLER MABEL M
DATE OF DEATH 12-17-2010
FILE NUMBER 21 11-0019
ROGER B IRWIN COUNTY CUMBERLAND
60 W POMFRET ST ACN 101
APPEAL DATE: 07-08-2011
C A R L I S L E P A 17 013 ( See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YDUR RE(_:0_RDS ('~
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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: WHISTLER MABEL MFILE N0.:21 11-0019 .ACN: 101 DATE: 05-09-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 213,988.21
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) 213.988.21
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4 0 3R
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 33.05
11. Total Deductions
12. Net Value of Tax Return C11) 22,273.43
13. Charitable/Governmental Bequests; Non-elected 9113 Tr
usts C12)
(Schedule J) 191 , 714.78
14. Net Value of Estate Subject to Tax C13)
(14) 191 , 714.78
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16
17, 18
reflect figures that include the total of
ALL ,
returns and 19 will
ASSESSMENT OF TAX: assessed to d ate.
15. Amount of Line 14 at Spousal rate C15) 00
00 =
16. Amount of Line 14 taxable at Lineal/Class A rate
(16) .
X
191
71 C .00
17. Amount of Line 14 at Sibling rate .
+ 7g x 045 =
8 ~ 627 • 17
C17) . on x 12 = 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 00
15 = .
19. Principal Tax Due .
X .00
TAX CREDITS:
c19)=
8, 627.17
PAYMENT RECEIPT
DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-)
03-09-2011 CD014106 431
36
AMOUNT PAID
. 8,195.81
TOTAL TAX PAYMENT 8,627.17
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 D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.