HomeMy WebLinkAbout08-31-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES '~[ r~ IPI,tS Ty~- ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ''( r- '~`' ~F ' EL~~~fNS AND ASSESSMENT nF TAY
PO BOX 280601 ~`f ~ _ t (~
HARRISBURG PA 17128-0601 ( ~, .. ~".~,~~
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CLERK ~JF
DAVID P SPANG ESp~, OARAP[HryA,N'S,CQ~I,~l1RT
C.,~~IU~i,Jl. r'!j_.~~VI~ 1./1.3., ~~'^,
247 LINCOLN WAY E
CHAMBERSBURG PA 17202
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-10)
DATE 08-22-2011
ESTATE OF ATNO IRENE S
DATE OF DEATH 08-17-2010
FILE NUMBER 21 10-0861
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
CARLISLE PA 17013
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: ATNO IRENE SFILE N0.:21 10-0861 ACN: 101 DATE: 08-22-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 188,000.00 NOTE: To ensure proper
2. Stoeks and Bonds (Schedule B) C2) 1 27,317.0 0 credit to your account,
3. Closely Held Stoek/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 59,122.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 226,716.00
8. Total Assets Cs) 601 , 155.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 76.951.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.132.00
11. Total Deductions C11) 80, 083.00
12. Net Value of Tax Return (12) 521 , 072.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 521 , 072.00
NOTE: If an assessment 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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
C15) .00 X 00 = .00
cls) F:2o.o72_on x 045 = 23,403.24
C17) _ DO X 12 = . 00
cls) 1,000.00 X 15 = 150.00
c19)= 23,553.24
rnrntni NEGEIPT DISCOUNT C+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-12-2011 CD014462 .00 ~~_a~o nn 'l
TOTAL TAX PAYMENT 27,329.00
BALANCE OF TAX DUE 3,775.76CR
INTEREST AND PEN. .00
TOTAL DUE 3,775.76CR
~ 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.