HomeMy WebLinkAbout07-29-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MICHAEL L BANGS
429 S 18TH ST
CAMP HILL
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NOTICE OF INHERITANCE TAX Pennsylvania ~'
APPRAISEMENT, `ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-154r Ex AFP clz-lB)
DATE 05-16-2011
ESTATE OF MCALLISTER BETTY J
DATE OF DEATH 06-11-2010
FILE NUMBER 21 10-0667
,. COUNTY CUMBERLAND
~' ACN 101
APPEAL DATE: 07-15-2011
P A 17 011 ( 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 F~
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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: MCALLISTER BETTY JFILE N0.:21 10-0667 ACN: 101 DATE: 05-16-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds [Schedule B) ~2) 24 2,474.50 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) (5) 72 2,955.30
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) I7) 30,839.67
8. Total Assets c8) 996.269.47
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9J 26.397.56
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11,478.83
11. Total Deductions C11) 37,876.39
12. Net Value of Tax Return X12) 958,393.08
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) C13) 95,8 39.31
14. Net Value of Estate Subject to Tax (14) 862,553.77
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 045 = .00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate c18) 862,553.77 X 15 - 129,383.07
19. Principal Tax Due (19)= 129,383.07
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-10-2010 CD013334 5,526.32 105,000.00
03-09-2011 CD014105 .00 18,856.75
TOTAL TAX PAYMENT 129,383.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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