HomeMy WebLinkAbout08-16-11..,_-_- ~ _ _ __ _ __.,.r _ _
r, ~,.-•,~,~ OTI}G.E„ OF~I~NHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES A~~rr11 ~~N~il(.~L~l"^ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~!FL~E~~'~D,I~$CY1ND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601 ~ ~ ~ ~ _a..~J
HARRISBURG PA 17128-0601
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MARCUS A MCKNIGHT III
60 W POMFRET ST
CARLISLE PA 17013
DATE 08-01-2011
ESTATE OF BARTELS CATHERINE M
DATE OF DEATH 08-01-2009
FILE NUMBER 21 09-0745
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-30-2011
(See reverse side under Objections)
Amount Re^ftted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE ---- -I R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ ____________
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARTELS CATHERINE MFILE N0.:21 09-0745 ACN: 101 DATE: 08-01-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. 01
1. Real Estate (Schedule A) C1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,Q 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) ~6) 4,14 6.8 9
7. Transfers (Schedule G) ~7) 10,968.62
8. Total Assets c8) 15.115.51
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g)- S 65.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions C11) 865.00
12. Net Value of Tax Return C12) 14,250.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 566,225.11
NOTE: If an assessment 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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 566.175.11 x 045 = 25,480.13
17. Amount of Line 14 at Sibling rate C17) _f10 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 = .00
19. Principal Tax Due C19)= 25,480.13
TAX CREDITS:
rnrnENr RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
10-30-2009 CD011934 1,260.48 23,949.21
05-20-2010 REFUND .00 352.29-
04-11-2011 CD014284 21.14- 659.67
TOTAL TAX PAYMENT 25,495.93
BALANCE OF TAX DUE 15.80CR
INTEREST AND PEN. .00
TOTAL DUE 15.80CR
~ 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.