HomeMy WebLinkAbout05-20-11NOTICE OF INHERITANCE TAX Pennsylvania i
BUREAU OF INDIVIDUAL TAxES APPRAISEM~.NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF ~'AX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-11601
ANDREW iH SHAW ESQ
STE 11
200 S SPRING GARDEN S
CARLISLE PA 17013
DATE 05-09-2011
ESTATE OF PEARSON LAVONNE R
DATE OF DEATH 12-06-2010
FILE NUMBER 21 11-0030
COUNTY CUMBERLAND
ACN 101
APPEAL ;DATE: 07-08-2011
(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 YOUR
-------------------------------------- REC:O
RDS ~
REV-15 -----------
47 EX AFP C12-10) NOTICE OF INHERITANCE TAX _
-
APPRAISEMENT, ALLOWANCE _
---------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PEARSON LAVONNE RFILE N0.:21 11-0030 ACN: 101 DATE
: 05-09-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 00
2.
Stocks and Bonds (Schedule B) . NOTE: To ensure proper
C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
16,560.6 7 tax payment.
6. Jointly Owned Property (Schedule F) C6) 7,237.67
7. Transfers (Schedule G) C7) 28,792.36
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) 52,590 70
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 4.38 .8 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6 75.71
11. Total Deductions
12• Net Value of Tax Return C11) 5, 061 .51
13. Charitable/Gov (12) 47,529.19
ernmental Bequests; Non-elected 9113 Tr usts (Schedule J)
14
N
t V
l C13) .00
.
e
a
ue of Estate Subject to Tax
c14) 47,529.19
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 date.
15. Amount of Line 14 at Spousal rate C15) 00
00 =
16. Amount of (Line 14 t
b .
X .00
axa
le at Lineal/Class A rate C16) 71
Mpg
17. Amount of Line 14 at Sibling rate .
9g x 045 =
967.81
(17) .0 0 X 12 =
00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 26,02:?.23 X 15 = .
3 903
33
19. Principal Tax Due .
TAX CREDITS:
C19)=
4,871.14
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT F'AID
03-04-2011 CD014080 243
56
. 4,627.58
TOTAL TAX PAYMENT 4,871.14
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.