HomeMy WebLinkAbout07-29-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 260601
HARRISBURG PA 17128-0601
CLERK 0~
ORP!-f~1,'~'5 COURT
W SCOTT STARUCH ESQ
20 ERFORD RD
SUITE 105
LEMOYNE PA 17043
r ,_ ~ N~OF, CrFi,""OF INHERITANCE TAX
A~'~PRA~$~~1~~T~tV~ALLOWANCE OR DISALLOWANCE
f'=~ ,:- ;;0'F ~ 1'~EDU,~-~~ONS AND ASSESSMENT OF TAX
Pennsylvania i
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 07-18-2011
ESTATE OF DEVINE DONALD E
DATE OF DEATH 11-15-2010
FILE NUMBER 21 10-1157
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
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CUT ALONG THIS LINE ---- -~ --RETAIN LOWER PORTION FOR YOUR
-------------------- ---------------------------- RECORDS ~
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REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: DEVINE DONALD EFILE N0.:21 10-1157 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: CX) 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)
.00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 85,696.80
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 85.696.80
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 20.318.91
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,273.61
11. Total Deductions (11) 22,592.52
12. Net Value of Tax Return X12) 63, 104.28
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 63, 104.28
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 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 63.1 04 _ 28 x 045 = 2 , 839.69
17. Amount of Line 14 at Sibling rate C17) _DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate CIS) .00 X 15 - .00
14. Principal Tax Due C19)= 2,839.69
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-04-2011 CD013992 131.58 2,500.00
04-28-2011 CD014380 .00 208.11
TOTAL TAX PAYMENT 2,839.69
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. (~h