HomeMy WebLinkAbout08-16-11~ '~`~`-""",~[('`~~'~W?~~~~ t~F INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~1~43~Sf1~1~~1!T' 'y~[ Pennsylvania ~
INHERITANCE TAX DIVISION ^ r a s, r' LOWANCE OR DISALLOWANCE
PO BOX 280601 ~~~~~~'E~UC~'~(~~$ AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
HARRISBURG PA 17128-0601
REV-1547 EX AFP C12-10)
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ORPHAI!',~~' ;~?URT
MARCUS A MCKNIGHT I~r~~~;~,~f-,'~'j\,(~ ~:C.• PQ
60 W POMFRET ST
CARLISLE PA 17013
DATE 08-01-2011
ESTATE OF HELMAN
DATE OF DEATH 06-04-2010 IDA M
FILE NUMBER 21 10-0671
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-30-2011
(See reverse side under Objections)
Amount Remftted~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG THIS LINE _ y --R_ETA_IN_-_L O_W__ER__PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-10) NOTICE OF I -"---"---------------- _ _
DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR -
ESTATE OF: HELMAN
IDA MFILE N0.:21 10-0671 eru.
TAX RETURN WAS: (X) ACCEPTED AS FILED
APPRATSFn vw~ ~~~ .,
iui
C 1 ruw u,.....
LATE: 08-01-2011
----- -~ ~~ i uRn >3gSED 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)
B. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(1) 352,500.00
(2) NOTE: To ensure proper
.00 credit to your account,
(3) 0 0 submit the upper portion
(4) .00 of this form with your
(5) 291,
644.76 tax payment.
(6) .00
(7) 17,221.41
($) 661 366.17
11. Total Deductions (10) 5 889.49
12. Net Value of Tax Return
13. Charitable/Govern
(11)
38,135.05
mental Bequests; Non-elected 9113 T
14. Net Value of Estate Sub3ect t rusts (12)
(Schedule J)
(13 623,231.12
NOTE: If an assessment was o Tax
issued previousl )
(14) . 00
623 231.12
reflect figures that
ASSESSMENT OF TAX y,
include the total of iALL '
~
7 18 and 19 will
:
15. Amount of Line 14 at S returns assessed
to
d ate.
pousal
16. Amount of Line 14 taxable at rate
Lineal/Class A
(15)
'00 X 00 =
17. Amount of Line 14 at Sibling
1 rate
rate (16) A " 7~1 17
X 045 = •00
28,045
40
B. Amount of Line 14 taxable at
19. Principal Tax Du Collateral/Class B rate (18) ~~ X 12 .
•00
e
TAX CREDITS: .00 X 15 = .00
PAYMENT
RECEIPT (19)=
28, 045.40
DATE NUMBER
09-03-2010 DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID -~
CD013306
,•+uc.
,uuu.
TOTAL TAX PAYMENT
BALANCE OF TAX DUE 48'402.27
INTEREST AND PEN. 20,356.87CR
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE TOTAL DUE 20, 356.87CR
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.