HomeMy WebLinkAbout09-14-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTLCE OF INHERITANCE TAX
APPRAISEMENT.,_ANCE OR DISALLOWANCE
~~~~'~t)'~IlUCT~~ D ASSESSMENT OF TAX
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MARCUS A MCKNIGHT III (~QRPH~~/~ C0~~~7
60 WEST POMFRET STREET"t~~~'-~ r~~~~~ ~'~`~' P~
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-10)
DATE 09-05-2011
ESTATE OF NICHOLSON BETTY M
DATE OF DEATH 01-10-2011
FILE NUMBER 21 11-0114
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 _ -! R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APP _
RAISEMENT, ALLOWANCE _______________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NICHOLSON BETTY MFILE N0.:21 11-0114 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) I1) 162,600.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) .00 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) •DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 290,750.32
6. Jointly Owned Property (Schedule F) ~6) .00
7. Transfers (Schedule G) ~7) 34, 399. D5
8. Total Assets c8) 487 , 749.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 36. 4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.712.20
11. Total Deductions C11) 38,254.70
12. Net Value of Tax Return C12) 449,494.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 449,494.67
NOTE: If an assessment was issued previously,
reflect figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
04-08-2011 CD014271 842.11
06-14-2011 CD014573 .00
PAYMENT MUST BE MADE BY 10-10-2011*.
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
c15) .00 X 00 = .00
c16) 449.494.67 X 045 = 20,227.26
c17) _ nn x 12 = . 00
cls) .00 X 15 = .00
c19)= 20,227.26
AMOUNT PAID
V ) V • V Y
3,317.84
TOTAL TAX PAYMENT 20,159.95
BALANCE OF TAX DUE 67.31
INTEREST AND PEN. .00
TOTAL DUE 67.31
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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