HomeMy WebLinkAbout08-31-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ;r~'t`~~'A~~~j~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r~~ ~f "' Qf• ~~~ LIONS AND ASSESSMENT OF TAX
PO BOX 280601 h't , _ r~~ i (~
HARRISBURG PA 17128-0601 '~ '+ --~.V
r` rr ~ ~ ~ e &' ~ ~ r i
~.~i r~llkU r~~: t~ vu
c~~~ c~
oR~~;r~`s c~u~T
STEPHANIE KLE°I,Ir(~~j~''['~'~I r~,1f~'~ C ~
SUITE 400
635 N 12TH ST
LEMOYNE PA 17043
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE OS-22-2011
ESTATE OF ERTEL SHIRLEY M
DATE OF DEATH 09-12-2010
FILE NUMBER 21 10-1164
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-21-2011
(See reverse side under Objections)
Amount Rea~ftted
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 t--'
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ERTEL SHIRLEY MFILE N0.:21 10-1164 ACN: 101 DATE: 08-22-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 236, 900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 262, 926.53 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 38 1,128.91
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 739,779.50
8. Total Assets ($) 1 , 620 , 734.94
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3 3.951.07
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 22,74 2.3 2
11. Total Deductions (11) 56,693.39
12. Net Value of Tax Return (12) 1,564,041.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 1 , 564 , 041 .55
NOTE: If an assess~ent 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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) .00 x 00 = .00
c16) ~.564.041_~5 x 045 = 70,381.87
C17) _ 00 X 12 = .00
(ls) .00 X 15 = .00
(19)= 70,381.87
rwTntni Kt~tirT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-08-2010 CD013754 3,171.05 60,250.00
06-03-2011 CD014539 .00 6,960.91
TOTAL TAX PAYMENT 70,381.96
BALANCE OF TAX DUE .09CR
INTEREST AND PEN. .00
TOTAL DUE .09CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.