HomeMy WebLinkAbout08-31-11NOTICE OF INHERITANCE TAX
BuREau of INDIVIDUAL raxES=F;'; APPRA~S~Mi~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -- OF D6Dt~CTIONS AND ASSESSMENT OF T,AX
PO BOX 280601
HARRISBURG PA 17128-Ob01 ~ "` "
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DAV I D H RADC L I f~ I~~~~'~,! ,.`~'~!~ ;~ (~ -} '~~
STE 201
1011 MUMMA RD
LEMOYNE PA 17043
Pennsylvania J',,~
DEPARTMENT OF REVENUE 1! \ ~.
REV-1547 EX AFP (12-10) ~~~1114l1~11~~~~
DATE 08-15-2011
ESTATE OF :SELLERS HELEN E
DATE OF DEATH 08-31-2010
FILE NUMBER :?1 10-0939
COUNTY (:UMBERLAND
ACN 7.01
APPEAL DATE: 10-14-2011
(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 _ ~ --RETA_IN LOWER POR_TION
FOR YOUR
REV-1547 EX A RECORDS E'er
_
FP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE O OR
F DEDUCTIONS AND ASSESS
ESTATE OF: SELLERS MENI" OF TAX
HELEN EFILE N0.:21 10-0939 ACN: 101 DATE: 08-15-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estates (Schedule A)
2. Stocks and Bonds (Schedule B) C1) 186,925.00 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Sched
C2)
l •00 credit to your account,
b
u
e C)
C3)
4. Mortgages/Notes Receivable (Schedule D) .00 su
mit the upper portion
of this form with
C4)
5. Cash/Bank Deposits/Misc. Personal Property (Sched
l
' 00 your
tax payment.
u
e E) C5)
6. Jointly Owned Property (Schedule F) 3,045.56
7. Transfers (Schedule G) (6) 1 , 000.02
c7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: cB) 190,970 58
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 18.29 0,70
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Clo) 1,333.41
11. Total Deductions
12• Net Value of Tax Return C11) 19,623.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trust C12) 171,346.97
14. Net Value o1` Estate Subject s
to Tax (Schedule J)
(13) .00
NOTE: If an assessment was
issued previously
lin n4)
1 171,346 97
reflect figures that ,
es
include the tot
l 4, 15 and/or 16, 17,
and 19 will
ASSESSMENT OF TAX: a
of ALL returns assessed to d to
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate ' 00 X 00 = • 00
17. Amount of Line 14 at Sibling (16)
rate 7 7] ~(
-2Z X 045 = 7, 710.61
18. Amount of Line 14 taxable at c17)
Collateral/Class B ~ x 12 = .00
19. Principal Tax Due rate C18)
00 X i5 =
. 00
TAX CREDITS: C19)= 7,710.61
PAYMENT
RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PA[D
11-30-2010 CD013725
05-26-2011 CD014518 378'95 7,200.00
.00 131.67
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT
7,710.62
BALANCE OF 1"AX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.