HomeMy WebLinkAbout07-29-11 ~j ~-. ,' .ihtUT~~~{~F~~NHERITANCE TAX Pennsylvania ~ i
BUREAU OF INDIVIDUAL TAXES APP'~7erIi6EMENT,~,c~ ~OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~;
LL i~,,,~,
~
~
INHERITANCE TAX DIVISION U~ Lt~UCT
I~N
ND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601 ,,,
I
~
~
•
..
~.. w ~ ~`
{~ ; 1
s i .~
DATE 07-18-2011
E~}~ ~~
L,~ ESTATE OF BLACKMAN VIRGINIA H
.
a~~H
~ S f'QU~~ 1
F
TH
'
C~)~R~~i
'~~~`) ~`~
PA 21 11 - 008
ILE NUMBER
'
'
" COUNTY CUMBERLAND
SUSAN J HARTMAN ACN 101
1 IRVINE ROW APPEAL DATE: 09-16-2011
CARL I SL E PA 17 013 (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-
-------------------- --------------------------------------------
---
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BLACKMAN VIRGINIA HFILE N0.:21 11-0081 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 127, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,418,578.28 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) 58,770.88
6. Jointly Owned Property (Schedule F) (6) 238,770.96
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 1,843,120.12
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 45,302.06
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,126.60
11. Total Deductions (11) 48,428.66
12. Net Value of Tax Return (12) 1,794,691.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 , 794, 691 .46
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 .784.691 .46 X 045 = 80,311.12
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) 10,000.00 X 15 - 1,500.00
19. Principal Tax Due (19) = $1,811.12
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-25-2011 (0014198 4,078.95 77,500.00
05-17-2011 (0014477 .00 234.62
TOTAL TAX PAYMENT 81,813.57
BALANCE OF TAX DUE 2.45CR
INTEREST AND PEN. .00
TOTAL DUE 2.45CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FDR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.