HomeMy WebLinkAbout07-29-11~, ,,,.,,-„-, N.0!T-~.D F INHERITANCE. TAX
BUREAU OF INDIVIDUAL TAXES ~~~A'P~P~AZ'S$~~J~I~~LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~_,_;~~;~QE -~~DUC~~~NS AND ASSESSMENT OF TAX
PD BOX 280601
HARRISBURG PA 17128-0601
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CLERK C~
ORPHAN'S ~OL'RT
JOHN M EAKIN
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
Pennsylvania i
DEPARTMENT OF REVENUE ~r
REV-1547 EX AFP C12-10)
DATE 07-18-2011
ESTATE OF HARRISON MILDRED A
DATE OF DEATH 12-29-2010
FILE NUMBER 21 11-0015
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
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: HARRISON MILDRED AFILE N0.:21 11-0015 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) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 6 0,7 35.5 3 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 284,0 39.01
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 344 , 774.54
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 15.70b.57
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 2,448.86
11. Total Deductions (11) 18, 155.43
12. Net Value of Tax Return (12) 326,619.11
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) 23 6,619.11
14. Net Value of Estate Subject to Tax (14) 90,000.00
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 C16) .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 (18) 90,000.00 X 15 - 13,500.00
19. Principal Tax Due (19)= 13,500.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-16-2011 (0014139 526.32 10,000.00
05-13-2011 (0014467 .00 3,000.00
TOTAL TAX PAYMENT 13,526.32
BALANCE OF TAX DUE 26.32CR
INTEREST AND PEN. .00
TOTAL DUE 26.32CR
* 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.
J