HomeMy WebLinkAbout07-29-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RICHARD W STEWART
PO BOX 109
301 MARKET ST
LEMOYNE PA 17043
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CC ,t ~h(qT~ ' . .4~0 INHERITANCE TAX
AP[~ AISEMEM;f~IfLOWANCE OR DISALLOWANCE
~~~ D~DUCfiTON^sJAND ASSESSMENT OF TAX
Pennsylvania ~ i~~
DEPARTMENT OF REVENUE ~,
REV-1547 EX AFP (12-10)
DATE 07-25-2011
ESTATE OF FOUST NADINE R
DATE OF DEATH 03-05-2010
FILE NUMBER 21 10-0239
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-23-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CLERK OF
ORPHAN`S CvUR?'
CUMBFRLA"~!C? C~C! PA.
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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FOUST NADINE RFILE N0.:21 10-0239 ACN: 101
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OR
DATE: 07-25-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) CL) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
5,903.89
(2)
credit to your account,
oo 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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 5,903.89
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1,16 5.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 1,165.00
12. Net Value of Tax Return (12) 4,738.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 565,799.63
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) 555.799.63 x 045 = 25, 010.98
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) 10,000.00 X 15 - 1,500.00
19. Principal Tax Due (19)= 26,510.98
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-04-2010 CD012850 1,275.00 24,225.00
11-30-2010 CD013723 .00 797.73
04-20-2011 CD014349 2.52- 215.77
07-18-2011 SBADJUST .00 .O1
TOTAL TAX PAYMENT 26,510.98
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 CALCULATIDN OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. NN
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