HomeMy WebLinkAbout09-14-11^~~, dF NOTICE OF INHERITANCE TAX
((~ ~-'~~ `r~" w4PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDI~DlIAL 'TAXES l`• ~ ,J
INHERITANCE TAX DIV ~N ;- ~ OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~:-'-` •'
HARRISBURG PA 17128-0601 r ,.?_
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GL~R~ ~r'pUR~T
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619 GOOD HOPE ROAD
MECHANICSBURG PA 17050
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-1D)
DATE 09-05-2011
ESTATE OF CLIFFORD SR ANTHONY L
DATE OF DEATH 02-23-2010
FILE NUMBER 21 10-0373
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 ALONG 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
cererF nF_ ciTFFORD SR ANTHONY LFILE N0.:21 10-0373 ACN: 101 DATE: 09-05-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
(1) 410,000.00 NOTE: To ensure proper
1. Real Estate (Schedule A) 104,286.00 credit to your account,
2. Stocks and Bonds (Schedule B) (2)
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
D)
d
l
S
h (4) .DO tax payment.
4. e
e
u
c
Mortgages/Notes Receivable (
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15,853.00
6. Jointly Owned Property (Schedule F) (6) .00
(7) .00
7. Transfers (Schedule G)
8. Total Assets c8) 530.139.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 62+679.0 0
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 11,295.00
(11) 73,974.00
11. Total Deductions 456, 165.00
12. Net Value of Tax Return C12)
0 0
13 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .
. (14) 456, 165.00
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: p0
00 -
- .00
15. Amount of Line 14 at Spousal rate C15) .
X
165
n0 x 045 =
456 527.43
20
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _
. ,
17. Amount of Line 14 at Sibling rate (17) _OD X 1 2 = .00
C18)
t
B .00 X 1 5 = .00
18 ra
e
Amount of Line 14 taxable at Collateral/Class
. (19)= 20,527.43
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
nc_,G_9nII r_no14571 .00 20,527.43
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-15-2011 TOTAL TAX PAYMENT 20,527.43
BALANCE OF TAX DUE .00
INTEREST AND PEN. 363.54
TOTAL DUE 363.54
* 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.