HomeMy WebLinkAbout05-20-11NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF fAX
PO BOX 280601 REV-1547 EX AFP (12-10) ~-~
HARRISBURG PA 17128-0601
DATE 05-09-2011
ESTATE OF WIMER ERMA S
DATE OF DEATH 04-16-2010
FILE NUMBER 21 10-0494
GEORGE F DOUGLAS III ESQ COUNTY CUMBERLAND
354 ALEXANDER SPRING RD 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 YOUR
--------------------------------------- RE('0
RDS F-
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT
--
ALLOWANCE
-----------------
O
,
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX R
ESTATE OF: WIMER ERMA SFILE N0.:21 10-0494 ACN: 101 DAT
E: 05-09-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A)
(1)
2. Stocks and Bonds (Schedule B) .00
NOTE: To ensure proper
(2)
3. Closely Held Stock/Partnership Interest (Schedul
C) 657.60 credit to your account,
submit the u
e
e
(3) .0 0 pp
r portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .
153,924.36 tax payment.
6. Jointly Owned Property (Schedule F) (6) 3~7,b12.35
7. Transfers (Schedule G) (7) 298,509.77
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 490.704 08
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 2 3
C9)--
10. Debts/Mortgage Liabilities/Liens (Schedule I) . 61 77
(10) .00
11. Total Deductions
12. Net Value of Tax Return (11) 23,261.77
13. Charitable/Governmental Bequests; Non-elected 9113 Tru
t 4
.
s
s (Schedule
14. Net Value of Estate Subject to Tax J) (13) 8 9.266
32
(14) 378, 175.99
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
reflect figures that include the total of ALL returns ,
,
and 19 will
ASSESSMENT OF TAX: assessed to d t
15. Amount of Line 14 at Spousal rate (15) 00
00 =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .
X
"~0 x 045 = 00
17. Amount of Line 14 at Sibling rate (17) 16
?9 .00
.
0 07 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 361,885
97
15
1,954.80
19. Principal Tax Due .
=
X 54 282.90
TAX CREDITS:
(19)=
56,237.70
r,arncni RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-08-2010 CD013038 2
789
47
07-10-2010 CD013042 ,
. 53,000.00
01-06-2011 CD013860 7'89 150.00
01-14-2011 CD013892 '00 448.23
.00 548.82
TOTAL TAX PAYMENT 56,944.41
BALANCE OF TAX DUE 706.71CR
INTEREST AND PEN. .00
TOTAL DUE 706.71CR
* 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.