HomeMy WebLinkAbout07-29-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 260601
HARRISBURG PA 17128-0601
ROGER B IRWIN
60 W POMFRET ST
CARLISLE
~F.~.,;_,~~_. ., Np,~ CE OF INHERITANCE TAX
~~._~.AppRAISEFI~' I~FALLOWANCE OR DISALLOWANCE
~-~'~ ~~ ' ,0~~ ; DEDtfdTibNS AND ASSESSMENT OF TAX
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
~~~.:i !_r~ ~'( ,, y DATE 07-18-2011
ESTATE OF LOY GERALDINE B
CLERK CF DATE OF DEATH 04-03-2010
~Rp~~'~ COURT FILE NUMBER 21 10-0466
CIJMR~-~~A~,i~? ~!~ ~~ COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2011
PA 17 013 ( 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: LOY GERALDINE BFILE N0.:21 10-0466 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) I1) 105,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.00
credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3)
'00 submit the upper portion
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) 13,385.28
6. Jointly Dwned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 118 , 385.28
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 16,97 3.96
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.864.36
11. Total Deductions I11) 20,838.32
12. Net Value of Tax Return (12) 97,546.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 97,546.96
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 (16) 97 . x,46 - 96 x 045 = 4, 389.61
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .00
19. Principal Tax Due C19)= 4,389.61
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-09-2011 CD014441 .00 4,389.61
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-10-2011 TOTAL TAX PAYMENT 4,389.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. 45.35
TOTAL DUE 45.35
* 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. (y_: