HomeMy WebLinkAbout07-29-11NOTICE OF INHERITANCE TAX
r' (('~ ~ ~ /~I~~ISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUA~~TAX'~~S ~
INHERITANCE rnx Drv1S1oN _ _ ,-!i i~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~L'.-~..- ~ -
HARRISBURG PA 17128-0601
CLERK ~~~=
ORPHAN'S CURT
GARY L .,,~R~s~'~1`~ ~'~ , PA.
134 SIPE AVE
HUMMELSTOWN PA 17036
Pennsylvania
DEPARTMENT OF REVENUE ~_
REV-1!i47 EX AFP (12-10)
DATE 07-18-2011
ESTATE OF CLAUSER IRMA I
DATE OF DEATH 02-15-2011
FILE NUMBER 21 11-0565
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-1.6-2011
(See reverse side under Ob~~ections)
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 (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CLAUSER IRMA IFILE N0.:21 11-0565 ACN: 10l DATE: n7-1R-~nli
TAX RETURN WAS: (X) 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,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 3,000.00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,16 3.75
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1,276,165.11
8. Total Assets (8) 1 , 285 , 328.86
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 26,507.21
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,98 9.32
11. Total Deductions (11) 28,496.53
12. Net Value of Tax Return (12) 1,256,832.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 1 , 256 , 832.33
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
lines 14, 15 and/or 16, 17'. 18 and 19 will
of ALL returns assessed to date.
(15) .00 X
(16) 1 .?5 6.8 -~i X
(17) _ 00 X
(ls) .00 X
00 - .00
045 = 56,557.45
12 = .00
15 = .00
(19)= 56,557.45
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-10-2011 CD014447 2,827.87 53,729.58
TOTAL TAX PAYMENT _ 56,557.45
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.