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HomeMy WebLinkAbout07-29-11r7 r ' ~` -~'~: ~' NOTICE OF INHERITANCE TAX ALLOWANCE OR DISALLOWANCE ~~p I~ISEMENT Pennsylvania DEPARTMENT OF REVENUE ~ '~ BUREAU OF INDIVIDUAL ~~~'ELS ~p , i vvv INHERITANCE TAX DIVISION ~~-~'~- ~ '~-'©~ DEDUCTIONS AND ASSESSMENT DF TAX REV-1547 EX AFP (12-10) PO BOX 280601 HARRISBURG PA 17126-0601 ~ ~ ~ ? .., -';_ ~_ .~ ~~ ' ., ! 07-18 -2011 CLERK nE (~O~,R~PNA~1'pS,t ~O/~URTnn CUMBER: A.P~I[~ l~i~ , f"A MURREL WALTERS III ESQ 54 E MAIN ST MECHANICSBURG PA 17055 DATE ESTATE OF WHITLEY NANCY M DATE OF DEATH 02-14-2011 FILE NUMBER 21 11-0289 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 ~ -------------------- ------------------------------------------------------------ REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: WHITLEY NANCY MFILE N0.:21 11-0289 ACN: 101 DATE: 07-18-2011 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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) cl) .00 c2) 2, 226.40 c3) .00 c4) .00 c5) 6,840.64 c6) 28 , 879.59 cn .00 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. cs) 37 , 946.63 (9) 2.792.13 clo) 1 , 080.27 11. Total Deductions C11) 3,872.40 12. Net Value of Tax Return (12) 34,074.23 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 34,074.23 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 (16) 34,074.?3 X 045 = 1,533.34 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00 19. Principal Tax Due (19)= 1,533.34 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) I AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-11-2011 CD014449 76.67 1,456.68 TOTAL TAX PAYMENT 1,533.35 BALANCE OF TAX DUE .O1CR INTEREST AND PEN. .00 TOTAL DUE .O1CR ~ 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. (~1