HomeMy WebLinkAbout08-31-11BUREAU OF INDIVIDUAL TAXESir` ~ NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APFRAt~ ~F~'I, ALLOWANCE OR
Po Box zso6ol OF` `;1~~~7CTIONS DISALLOWANCE
HARRISBURG PA lnza-ocol - AND ASSESSMENT OF TAX
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BARRY W ADAM~i,'`~, r ! ;~ ` "-'~r
36 KENWOOD DR ti
CARLISLE
PA 17013
pennsy(vania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10) ~~""'°°"'
DATE 08-22-2011
ESTATE OF ADAMS
DATE OF DEATH 03-14- MARGARET M
FILE NUMBER 21 11-0361
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-21-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CUT ALONG THIS LINE CARLISLE PA 17013
- y R_ETA_IN-LOWER-POR_TION_ FOR YOUR__RECORDS ~
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISE ________
ESTATE OF: DISALLOWANCE OF DEDUCTIONS AND ASSESSMENTAOFOTAXCE OR
ADAMS MARGARET
MFILE N0.:21 11-0361
TAX RETURN WAS: ACN: 101 DATE:
APPRAISED VALUE OF (X) ACCEPTED AS FILED 08-22-2011
RETURN BASED ON: ORIGINAL RETURN ( ) CHANGED
1• Real Estate (Schedule A)
2• Stocks and Bonds
(Schedule B) C1)
3• Closely Held Stock/Partnershi 11 NOTE: To ensure
P Interest C2) , 016 • Proper
4- Mortgages/Notes Receivable (Schedule C) 42 credit to your account,
(Schedule D) (3) ~~ submit the u
5. Cash/Bank De of this Pper portion
posits/Misc. Personal Pro form with
6• Jointl Perty (Schedule E) (5) ~ ~ tax your
Y Owned Property (Schedule F) ~~O,g= ~ payment.
~• Transfers (Schedule G)
C6) -~- ~
B. Total Assets (7) =f~7~6
APPROVED DEDUCTIONS AND EXEMPTIONS:
9• Funeral Expenses/Adm. CB) 205 672.55
10. Debts/Mort Costs/Misc. Expenses (Schedule H)
gage Liabilities/Liens (Schedule I) C9) ~4 9~9 ?
11. Total Deductions 7
(lo)_~ 00
12. Net Value of ~~~-
13. Charitable/Governmental Be
(il) 24,929.27
14. Net Value of Quests; Non-elected 9113 Trusts C12) 18 0
Estate Subject to Tax (Schedule J) ,74 3.28
NOTE: (la) . 00
If an assessment was
issuedpreviousl 161417' 1B 180 743.28
reflect figures that include the y' lines 14, 15
ASSESSMENT OF TAX: total of and/or
ALL returns assessed to and 19 will
15• Amount of Line 14 at Spousal rate date.
16. Amount of Line 14 taxable at Lineal/Class A rate
C15)
17• Amount of Line 14 at Siblin C16)_ • ~~ X 00 = . 00
1B• Amount g rate )~+ ?.•$_ X 045 =
of Line 14 taxable (17) 8, 133.45
19. Principal Tax Due at Collateral/Class B X 12 =
TAX CREDITS: rate (lB) .00
.iDO X 15 -
KtCEIPT
DATE NUMBER
-31-2011 CD014533
DISCOUNT (+)
INTEREST/PEN PAID (-)
406.(,7
(19)= . 00
8,133.45
~-
AMOUNT PAID
,/26.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT
BALANCE OF TAX DUE 8,133.45
INTEREST AND pEN• •00
TOTAL DUE •00
IF TOTAL DUE IS REFLECTED AS A 00
A REFUND. SEE REVERSE SIDE OF THISEDORM FOR )INSTRUCTIONS.DUE Q