Loading...
HomeMy WebLinkAbout09-14-11NOTICE OF INHERITANCE TAX BUREAU DF INDIVIDUAL rnxES ~p~R~t~R,A,I$EMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION ~ lw~+ ~tYF~ D`ED{~D~~I~S AND ASSESSMENT OF TAX PO BDX 280601 ~f~i ,~ ~ F ~Ai HARRISBURG PA 17126-0601 - '•:'?,j~ _( nL"s7 f ,~_ { ~ t. J CLERK OF ORPHANS Cpi1RT RICHARD C SNELBAI(~,~p~~~ ~,~~ ,,,~ PA 44 WEST MAIN STREET PO BOX 318 MECHANICSBURG PA 17055 pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP C12-10) DATE 09-05-2011 ESTATE OF KEYSER ANNA T DATE OF DEATH 09-28-2010 FILE NUMBER 21 10-1023 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 11-04-2011 (See reverse side under Objecti©ns) 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: KEYSER ANNA TFILE N0.:21 10-1023 ACN: 101 DATE: 09-05-2011 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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 tSchedule 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) (1) •00 NOTE: To ensure proper C2) 67,552.58 credit to your account, .00 submit the upper portion C3) of this form with your C4) • 00 tax payment. fig) 13,812.12 C6) .00 ~7) 65, 039.35 C8) 146 , 404.05 fig) 8.445.54 clo) 7,408.25 11. Total Deductions C11) 15,853.79 12. Net Value of Tax Return (12) 130,550.26 13. Charitable/Governmental Bequests; Nan-elected 9113 Trusts (Schedule J) C13) .00 14 Net Value of Estate Subject to Tax (14) 130,550.26 . 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 date. 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 (16) 730.~F0.26 x 045 = 5,874.76 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) .00 X 15 = .00 19. Principal Tax Due C19)= 5,874.76 TAX CREDITS: DATE NUMBER INTEREST/PEN PAID C-) 12-20-2010 CD013809 263.16 06-15-2011 CD014575 .00 08-29-2011 REFUND .00 AMOUNT PAID V V V. Y V 624.76 13.16- TOTAL TAX PAYMENT 5,874.76 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 DUE FOR CALCULATIDN OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~''~!~