HomeMy WebLinkAbout07-29-11r,~-~~r~r -•.^NQTICE~LO t'INHERITANCE TAX
RRl~I`~SE~~~IVT;' OWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~~i
;~,~~.,,~~D,U,CTIC'I! ~ AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ~~
PO BOX 280601
HARRISBURG PA 17128-0601
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ORPHAN'S COURT
cuM~~ ~;~_~. ~~a ~,c~ Pa.
JAMES M ROBINSON
129 SOUTH PITT STREET
CARLISLE PA 17013
Pennsylvania i
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 07-25-2011
ESTATE OF WRIGHT MARJORIE A
DATE OF DEATH 09-02-2010
FILE NUMBER 21 10-0954
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
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: WRIGHT MARJORIE AFILE N0.:21 10-0954 ACN: 101 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) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
.00
(2)
credit to your account,
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) 57,879.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .DO
8. Total Assets c8) 57,879.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 1.851.37
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 1,851.37
12. Net Value of Tax Return (12) 56,027.63
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13} .00
14. Net Value of Estate Subject to Tax (141 618,859.52
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 045 = .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) 618,859.52 X 15 - 92,828.92
19. Principal Tax Due (19) = 92,828.92
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-16-2010 CD013652 4,221.24 80,203.54
05-02-2011 CD014385 .00 8,404.14
TOTAL TAX PAYMENT 92,828.92
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .DO
* 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. C~