HomeMy WebLinkAbout07-29-11~-r~~+n,nr ~1T,~ OF INHERITANCE TAX
'{~' A~R~FAIS'Ethf,E'Ff~ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES CC ;
INHERITANCE TAX DIVISION Y' y.'~~ .~ D~D11'C~` ~ONS AND ASSESSMENT DF TAX
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PO BOX 280601
HARRISBURG PA 17128-0601
CLERK CF
ORPHAN'S CCt)RT
JOHN M EAKIN ~~~~~~ ~~~~~ ~~ ~~
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
Pennsylvania i
DEPARTMENT OF REVENUE ~;
REV-1547 EX AFP (12-10)
DATE 07-18-2011
ESTATE OF HAWBAKER JEAN N
DATE OF DEATH 01-31-2011
FILE NUMBER 21 11-0163
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: HAWBAKER JEAN NFILE N0.:21 11-0163 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 (Schedule A) (1) •00 NOTE: To ensure proper
2.
Stocks and Bonds (Schedule B)
(2) 3 715.16
~ 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) 172,993.47
6. Jointly Owned Property (Schedule F) (6) 173, 729.41
7. Transfers (Schedule G) (7) 44,336.57
8. Total Assets (8) 394,774.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2D.441.0 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,175.00
11. Total Deductions (11) 23,616.03
12. Net Value of Tax Return (12) 371 , 158.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 371 , 158.58
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) X71 .1F8.~+8 x 045 = 16,702.14
17. Amount of Line 14 at Sibling rate (17) .DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 = .00
19. Principal Tax Due C19)= 16,702.14
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-20-2011 CD014348 789.47 15,000.00
05-09-2011 CD014439 .00 952.14
TDTAL TAX PAYMENT 16,741.61
BALANCE OF TAX DUE 39.47CR
INTEREST AND PEN. .00
TOTAL DUE 39.47CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.