HomeMy WebLinkAbout07-29-11• -_,-,
rtt~~r ~ NDT~CE OF INHERITANCE TAX pennsylvan~a ~
APP~tt~SfM~WT',AL,~a~pNCE oR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OF!-i,~~bUCTIUNS'!lA~D ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601 ~ ~ ~ ~' 1-'1
HARRISBURG PA 17128-0601
}-""= ~-~ Fib t_: „~W DATE 07-18-2011
ESTATE OF SEIDEL MARTHA J
~',,~RK (~~' DATE OF DEATH 08-12-2010
Q~~~-{~'~ ~OI~~T FILE NUMBER 21 10-1150
CUMS~R! f~...,~1(~ ,^(~ FA COUNTY CUMBERLAND
THOMAS S BECKLEY ACN 101
212 N 3RD ST APPEAL DATE: 09-16-2011
H A R R I S B U R G P A 17101 ( 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: SEIDEL MARTHA JFILE N0.:21 10-1150 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) 80,000.00 NOTE: To ensure proper
9 757.44 credit to your account,
2. Stocks and Bonds (Schedule B) C2) ~
.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) 62,673.19
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 152,430.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 32.028.11
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,347.46
11. Total Deductions (11) 35,375.57
12. Net Value of Tax Return (12) 117,055.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 8,000.00
14. Net Value of Estate Subject to Tax C14) 109,055.06
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) .00 x 04 5 = .00
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) 109,055.06 X 15 - 16,358.26
19. Principal Tax Due (19)= 16,358.26
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-11-2011 CD014456 .00 16,358.26
TOTAL TAX PAYMENT 16,358.26
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 CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.