HomeMy WebLinkAbout07-29-11 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DONNA M MULLIN CPA
BOYER K RITTER (PAS
211 HOUSE AVE
CAMP HILL PA 17011
NOTICE OF INHERITANCE TAX
APr.Pr.l~j.x.~S~I~ENT,.,; } WANCE OR DISALLOWANCE
r~C~'_-~IEDUCT~ D ASSESSMENT OF TAX
-:-~.. - ~ ~ ~',d ~ ~'
C~ir~; .. , . ..,.~J
Pennsylvania
DEPARTMENT OF REVENUE
ee e
REY-1547 EX AFP (12-10)
DATE 07-18-2011
ESTATE OF WERT LORRETTA M
DATE OF DEATH 07-22-2010
FILE NUMBER 21 10-0758
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
CLERfC Or
ORPHAN'S COURT
Ct1MRFR~.,~rd~ r,0. Pq
CUT ALONG THIS LINE -- RETAIN LOWER PORTION FOR YOUR RECORDS ~
--------------------------------------------------------------------------
-----------------
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WERT LORRETTA MFILE N0.:21 10-0758 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 125,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,00 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) 4 2,6 26.09
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 168,126.09
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28.475.06
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,4 28.34
11. Total Deductions (11) 29,903.40
12. Net Value of Tax Return (12) 138,222.69
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 138,222.69
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 (16) 138.297-69 x 045 = 6,220.02
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 6,220.02
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-18-2010 CD013502 311.00 6,000.00
07-11-2011 REFUND .00 90.98-
TOTAL TAX PAYMENT 6,220.02
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. {~1
`` Ji