HomeMy WebLinkAbout07-29-11NOTICE OF INHERITANCE TAX
r~'"'~' -`, Af!p~'~ ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TA~S'~~'-- -- ~ ~--
INHERITANCE TAX DIVISION ~ - OF,,, ~~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~:-`~1~,~ ~ .- ~ ~ ~ - ~-.'J
HARRISBURG PA 17128-0601
CLERK 0~
~±~ORPHAN'S COURT
GREGORY M K-~FR~-~~~~ ~;1~., {?A
4245 STATE RTE 209
ELIZABETHVILLE PA 17023
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pennsylvarna ,.: ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 07-18-2011
ESTATE OF BROOKS THEODORE S
DATE OF DEATH 01-31-2011
FILE NUMBER 21 11-0393
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2011
(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: BROOKS THEODORE SFILE N0.:21 11-0393 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
~1) 83,900.00 NOTE: To ensure proper
C2) ,00 credit to your account,
00 submit the upper portion
C3) . of this form with your
(4) • 00 tax payment.
c5) 1 , 000.00
c6) .00
c7) .00
c8) 84,900.00
(9) 12 , 055.50
clo) 65,591.12
11. Total Deductions C11) 77,646.62
12. Net Value of Tax Return (12) 7,253.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 7,253.38
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 C15) 6,253.38 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 .000.00 x 045 = 45.00
17. Amount of Line 14 at Sibling rate (17) .On X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due C19)= 45.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-10-2011 CD014454 .00 45.00
TOTAL TAX PAYMENT 45.00
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" fCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.