HomeMy WebLinkAbout09-14-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CLERK OF
ORPHAN'S COl!RT
RICHARD C SNELBAKE~I~M~,_r~; N~,rr-~ ~~,~ pa
44 WEST MAIN STREET
PO BOX 318
MECHANICSBURG PA 17055
NOTICE OF INHERITANCE TAX
~.~p~~~.tS,E[~~T~LLOWANCE OR DISALLOWANCE
~'-~-~r-OFF ~E~1#1C"T AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 09-05-2011
ESTATE OF KIRBY HELEN B
DATE OF DEATH 11-06-2010
FILE NUMBER 21 10-1160
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 -~ RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KIRBY HELEN BFILE N0.:21 10-1160 ACN: 101 DATE: 09-05-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 5,030.8 2 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,504.0 0
6. Jointly Owned Property (Schedule F) (6) 16,592.00
7. Transfers (Schedule G) C7) 6, 159.97
8. Total Assets c8) 32,286.79
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2.788.28
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,248.65
11. Total Deductions (11) 7,036.93
12. Net Value of Tax Return (12) 25,249.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 25,249.86
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 25 . 249 _ 86 x 045 = 1 , 136.24
17. Amount of Line 14 at Sibling rate C17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due C19)= 1,136.24
TAX CREDITS:
I P DATE T I RN UMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
06-15-2011 (0014576 .00 1,136.24
TOTAL TAX PAYMENT 1,136.24
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.