HomeMy WebLinkAbout07-29-11"~' r NOTICE OF INHERITANCE TAX Pennsylvania i ~~
r riAPPRgI,S iN ALLOWANCE OR DISALLOWANCE DEf'ARTMENTOFREVENUE
BUREAU OF INDIVIDUAL TAXES ;"s~'„`,: .~ ~~~~~•~
INHERITANCE TAX DIVISION 4F~ D,~Dl1~~±T;iONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601 , „_ ~ .. -..~ ~~ --'~
HARRISBURG PA 17128-0601
`_i C- DATE 07-18-2011
- ESTATE OF ALEXANDER SR BRUCE J
DATE OF DEATH 12-16-2009
CLERK C'F
FILE NUMBER 21 11-0602
n
VRP~~v C~~~~T
PA
CIhfRFR1A~1C C(~ COUNTY CUMBERLAND
,
H ANTHONY ADAMS ACN 101
49 W ORANGE ST APPEAL DATE: 09-16-2011
SUITE 3 (See reverse side under Objections)
SHIPPENSBURG PA 17257 Amount Remitted
MAKE CHECK PAYABLE AND REIMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- -~ --RETAIN LOWER PORTION FOR YOUR RECORDS E-
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALEXANDER SR BRUCE JFILE N0 .:21 11-0602 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NDTE: To ensure proper
2. Stocks and Bonds (Schedule B)
.00 credit to your account,
C2)
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) C5) .00
6. Jointly Owned Property (Schedule F) (6) 42,250.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 42,250.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3.896.68
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 3,896.68
12. Net Value of Tax Return I12) 38 , 353.32
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 38,353.32
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17', 18 and 19 will
reflec t 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 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .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 ra te C18) 38,353.32 X 15 - 5,753.00
19. Principal Tax Due (19)= 5,753.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) 1
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 08-02-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT _ .00
BALANCE OF TAX DUE 5,753.00
INTEREST AND PEN. 168.03
TOTAL DUE 5,921.03
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (01-10) ~ `
i pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATI N
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRI B R PA 1712 - 1
DECEDENT'S NAME FILE NUMBER
Alexander, Bruce 2111-0602
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The Department does not recognize common law marriage for Inheritance Tax purposes.
Row Page 1