HomeMy WebLinkAbout09-14-11NOTICE OF INHERITANCE TAX
APP~,;(- ~MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL T"~t~C'~:'._i . ='0~
INHERITANCE TAX DIVISION ~w+' ~i~xxxnnn~~yUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~r ; , r~! } (~
HARRISBURG PA 17128-0601
CLERK OF
R `S t)RT
RICHARD C ~~~~1-'~`'1 PA ,
44 WEST MAIN STRE~T
PO BOX 318
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 09-05-2011
ESTATE OF MEREDITH CARL A
DATE OF DEATH 06-09-2010
FILE NUMBER 21 10-0617
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-04-2011
(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 _'~ __RETAIN 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: MEREDITH CARL AFILE N0.:21 10-0617 ACN: 101 DATE: 09-05-2011
TAX RETURN WAS: C 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 (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)
C1) •00 NOTE: To ensure proper
16,359.93 credit to your account,
(2) 00 submit the upper portion
(3) . of this form with your
c4) • 00 tax payment.
c5) 71,413.97
t6) 4,307.18
C7) 56,236.50
c8) 148,317.58
~y) 5.421.31
clo) 288.14
X11) 5,709.45
11. Total Deductions 142, 608.13
12. Net Value of Tax Return c12) 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
(14) 142,608.13
14. Net Value of Estate Subject to Tax
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:
00 =
00
.00
15. Amount of Line 14 at Spousal rate (15) .
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 142.68.13 x 045 = 6,417.37
17. Amount of Line 14 at Sibling rate C17) .00 X 12 ° .00
ate C18)
B
l/Cl .00 X 1 5 = .00
r
ass
18. Amount of Line 14 taxable at Collatera
C19)° 6,417.37
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-09-2010 CD013325 263.16 5,000.00
06-15-2011 CD014574 9.28- 1,167.37
08-29-2011 REFUND .00 3.88-
TOTAL TAX PAYMENT 6,417.37
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 CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.