HomeMy WebLinkAbout08-31-11rI~'~[ llrr NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDlf~~~T~XE$- ' , (~~4('+~RAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISIp~- ,, OF DEDUCTIONS AND ASSESSMENT OF TAX
Po Box zaosol ~;~ :, _ ;,.)
HARRISBURG PA 17126-0601
.`'~,`f BUG 31 ~~~ 1~: 3~
11'~11 CLERK OF
vR~~~`S CURT
JOSEPFCi~N~C~L,~~!~(1 pA
2931 N FRONT ST
HARRISBURG PA 17110
(1) .00 NOTE: To ensure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 118,430.39
c6) 266,228.06
t7) _ 17,321.18
CUT ALON_6 THIS LINE ---- ~! R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ __________
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PHILLIPS JOHN WFILE N0.:21 10-1001 ACN: 101 DATE: 08-22-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsyLvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
cs) 401 979.63
(g) _ ;.519.30
clo) 1 , 07.55
11. Total Deductions X11) 4,526.85
12. Net Value of Tax Return C12) 397,452.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 397,452.78
NOTE: If an assess~ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ~97.4~7 _ 78 X 045 = 17,885.38
17. Amount of Line 14 at Sibling rate C17) -~~ X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 - .00
19. Principal Tax Due C14)= 17,885.38
TAX CREDITS:
^'^°^' Ke~eir~ DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-17-2010 CD013801 894.27 17,000.00
08-15-2011 REFUND .00 8.89_
DATE 08-22-2011
ESTATE OF PHILLIPS JOHN W
DATE OF DEATH 09-24-2010
FILE NUMBER 21 10-1001
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-21-2011
(See reverse side under Objections)
AB~ount Re^itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 17,885.38
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" CCR), YOU MAY BE D~A
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.