HomeMy WebLinkAbout07-29-11 (4)NOTICE OF INHERITANCE TAX Pennsylvania i
BUREAU OF INDIVIDUAL TAXES `_AR_r~3'~E!"°NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION - .DF'F,~,rpe`DUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PU BOX 280601 - - - --~ - ~~ - ..__,
HARRISBURG PA 17128-0601
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RICHARD L WE~B~R'~Jk E'§'Q I ~--"
126 E KING ST
SHIPPENSBURG PA 17257
DATE 03-28-2011
ESTATE OF ROBINSON WILLIAM R
DATE OF DEATH 05-23-2008
FILE NUMBER 21 08-0578
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-27-2011
(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 RECORDS ~°-
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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: ROBINSON WILLIAM RFILE N0.:21 08-0578 ACN: 101 DATE: 03-28-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED t ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 23,021.40 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 10,068.94 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4,144.06
6. Jointly Owned Property (Schedule F) (6) 3,8 25.34
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 41 , 059.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 71 $,$
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 354.12
11. Total Deductions C11) 11,712.97
12. Net Value of Tax Return (12) 29,346.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 29,346.77
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 04 5 = .00
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) 29,346.77 X 15 - 4,402.02
19. Principal Tax Due (19)= 4,402.02
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-15-2010 AMNP PEN 237.93 .00 NOTE: AMNESTY NP
01-21-2011 CD013936 .00 2,500.00 PENALTY ASSESSED
INTEREST IS CHARGED THROUGH 04-12-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 2,500.00
BALANCE OF TAX DUE 1,902.02
INTEREST AND PEN. 622.44
TOTAL DUE 2,524.46
• IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. U~
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