HomeMy WebLinkAbout07-29-11NOTICE OF INHERITANCE TAX
~~r'~Kl~E!aA~~~l~lE'I~y ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES vt_
INHERITANCE TAX DIVISION ~ ~ OF ~DED~C~~IONS AND ASSESSMENT OF TAX
PO BOX 280601 ~_~ .. .. ~ _„ ~..~,~~
HARRISBURG PA 17128-0601
CLERK OF
ORPHAN'S COURT
HARRY M BATURIN ~~"~RF°~-t,1~~ 1.~~, PA
2604 N SECOND ST
HARRISBURG PA 17110
Pennsylvania i
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 07-18-2011
ESTATE OF PEEPER IRENE
DATE OF DEATH 09-25-2010
FILE NUMBER 21 10-1106
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: PEEPER IRENE FILE N0.:21 10-1106 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 158,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
DO 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) 3,936.01
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 2,520.04
8. Total Assets c8) 164 , 456.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 29,4 97.10
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,50 0.0 0
11. Total Deductions C11) 32,997.10
12. Net Value of Tax Return C12) 131,458.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 131,458.95
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 C16) 13l .4,8.95 x 045 = 5,915.65
17. Amount of Line 14 at Sibling rate C17) -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 C19)= 5,915.65
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
05-09-2011 CD014440 .00 6,045.00
TOTAL TAX PAYMENT 6,045.00
BALANCE OF TAX DUE 129.35CR
INTEREST AND PEN. .00
TOTAL DUE 129.35CR
^ 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.