HomeMy WebLinkAbout09-14-11NOTICE OF INHERITANCE TAX Pennsylvania ~
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~jj ~~~ ~j' ~ Q~°;-~~D~TION$ AND ASSESSMENT OF TAX
PO BOX 260601 i'~~ i •-~ REY-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601 ~[~ ~ ,' e',~ j ~
DATE 09-05-2011
y r,q ,~ ,
~'.. ~ ~;_~ ~ i} ~ ~ . ~~., • c.,.~ ESTATE OF CLIPPINGER PAUL W
DATE OF DEATH 10-24-2010
C~~RK ~~ FILE NUMBER 21 10-1077
JERRY A WEIGLE E~P~,NyS C~JRT COUNTY CUMBERLAND
,F R ., ACN 101
126 EAST KING ~~~~F~1_,z',,`~~ ~ 1~~ ~A. APPEAL DATE: 11-04-2011
SHIPPENSBURG PA 17257 (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 ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ _________
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CLIPPINGER PAUL WFILE N0.:21 10-1077 ACN: 101 DATE: 09-05-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 171,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) 94.60 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 100, 140.07
6. Jointly Owned Property (Schedule F) ~6) .00
7. Transfers (Schedule G) ~7) .00
8. Total Assets c8) 271.234.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 4 91.8 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .515.59
11. Total Deductions X11) 46,107.39
12. Net Value of Tax Return (12) 225, 127.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 225, 127.28
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-)
01-18-2011 CD013911 473.68
06-16-2011 CD014596 .00
c15) .00 X
(16) 99 ~i.1 7. 8 X
cln . no x
cls) .00 x
AMOUNT PAID
00 = .00
045 = 10,130.73
12 = .00
15 = .00
c19)= 10, 130.73
,000.00
657.05
TOTAL TAX PAYMENT 10,130.73
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.