HomeMy WebLinkAbout07-29-11r-rr• •~ --~ CE OF INHERITANCE TAX
f~(~-' AP'PRAI~~MT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~- ~ ~
INHERITANCE TAX DIVISION ~~-~-':L:~,~.=dF; 1~~~tF¢TIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
CLERK OF
ORPHAPJ'S COURT
MARCUS A MCKNIGHT III
60 W POMFRET ST
CARLISLE PA 17013
pennsylvania i
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 07-18-2011
ESTATE OF THOMPSON BERTHA B
DATE OF DEATH 12-24-2010
FILE NUMBER 21 11-0017
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 E-
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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: THOMPSON BERTHA BFILE N0.:21 11-0017 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Sc,hedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
.00
C2)
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) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 192,364.11
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 62, 037.30
8. Total Assets (8) 254,401.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13.6 72.64
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.6 37.94
11. Total Deductions C11) 16,310.58
12. Net Value of Tax Return (I2) 238,090.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14] 238,090.83
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 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ?38.090 _ 83 X 045 = 10, 714.09
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .0 0
19. Principal Tax Due (19 )= 10,714.09
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-24-2011 CD014182 535.70 10,178.39
TOTAL TAX PAYMENT 10,714.09
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" (CR), YOU MAY BE DUE
FOR CALCULATIDN OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.