HomeMy WebLinkAbout09-14-11NOTICE OF INHERITANCE TAX Pennsylvania ~
APPR~I($~(E~I~fN`T, ~~{~NCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF ~~UCTjI,ON~!;~At1~D ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601 ~'', v' .- •.•~ _.:..~~
HARRISBURG PA 17128-0601
,';1~ ~~'~ f 4 ~~~ IC. ~~DATE 09-05-2011
ESTATE OF YENTZER RUTH V
CiLEtlt\ ~~ DATE OF DEATH 01-27-2011
ORPNAN~S COURT COUNTYUMBER CUMBERLAND
WILLIAM A DUNCAN ~'~~~~~~~`'- ~"`~~~=n r'~' . PA ACN 101
1 IRVINE ROW APPEAL DATE: 11-04-2011
CARLISLE PA 17013 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YENTZER RUTH VFILE N0.:21 11-0134 ACN: 101 DATE: 09-05-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 152, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,00 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) C5) 6 3,78 5.8 0
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 215.785.80
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 18.531.15
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,688.79
11. Total Deductions C11) 22,219.94
12. Net Value of Tax Return (12) 193,565.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 193,565.86
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 193. 565.86 X 045 = 8,710.46
17. Amount of Line 14 at Sibling rate C17) _00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= $,710.46
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-08-2011 CD014270 421.05 8,000.00
06-22-2011 CD014618 .00 289.66
TOTAL TAX PAYMENT 8,710.71
BALANCE OF TAX DUE .25CR
INTEREST AND PEN. .00
TOTAL DUE .25CR
~ 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.