HomeMy WebLinkAbout09-14-11 (2)BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION PPRAISEMENT, ALLOWANCE ennS
PO BOX 280601 ' t.?`pF DEI~ I
~ff OR DISALLOWANCE p Ylvania
HARRISBURG PA 1 7128-0 601 ^ ~~ ~ AND ASSESSMENT OF T DEPARTMENT OF REVENUE
L + , ~ AX
'!t r`! r REV-1547 EX AFP (12-10) --~'°
.. ~.,~j
~~~1 j~~ ~~ r;Y ) DATE 09-05-2011
~~' G r ESTATE OF
EMLET BERNICE A
C~ER~ DATE OF DEATH 04-03-2D11
~~~, Q~ FILE NUMBER 21 11-0468
60GWRPOMFRETNST C(~ ~P~Sf-;',~URT ACNNTY
CUMBERLAND
CARLISLE ~ ELI 101
PA 17013 APPEAL DATE; 11-04-
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CUT-ALON_6 THIS LINE CARLISLE PA 17013
REV-1547 EX AFP (12-101 Np ~~EROFAIN-LOWER PORTION FOR YOUR
INHERITANCE TAX APPRAISEMENrCORDS_ ~
ESTATE OF: DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EMLET ALLOWANCE OR ---'----
BERNICE AFILE NO.:
TAX RETURN WAS; ( 21 11-0468 ACN:
APPRAISED V X) ACCEPTED AS FILED 101 DATE: p9_05_2p11
ALUE OF RETURN BASED ON: ORIGINAL RETURN ( ) CHANGED
1• Real Estate (Schedule A)
2. Stocks and Bonds [Schedule B)
(1) .00
3. Closely Held Stock/Partnershi NOTE: To ensure
p Interest (Schedule C) C2) •00 credit proper
4. Mortgages/Notes Receivable to Your account,
(Schedule D) C3) .00 submit the u
5. Cash/Bank Deposits/ PPer Portion
Misc. Personal Pro C4) .00 °f this form with your
6• Jointly Owned Property (Schedule F) perty (Schedule E) tax payment.
(5) 104, 162.80
7• Transfers (Schedule G)
c6) .00
$. Total Assets (7) 88,157.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9• Funeral Expenses/Adm. Costs/Misc. C8) 192'3 20.4$
10. Debts/Mortgage Liabilities/Liens (Schedule I)chedule H)
(9) I1 600 0
11. Total Deductions C10)
87.95
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; C11) 11,6$7,99
14. Net Value of Estate Subject to Tax Non-elected 9113 Trusts (Schedule J) C12) 180'632.4 9
NOTE: If an (13) .00
180 632.49
reflectsfigu*estthat include the t t l~ C14)
ASSESSMENT lines 14, 15 and/or 16, 17, 18 and
OF TAX: of ALL re 19 will
15. Amount of Line 14 at Spousal rate --- turns assessed to date.
16. Amount of Line 14 taxable at Lineal/Class
A rate ' 00 X 00 =
17. Amount of Line 14 at Sibling rate C15)
n6) .00
18. Amount of Line 14 taxable at Collateral/Class B rate (17) X 045 =
19. Principal Tax Due 1 SO A;~Z X 12 = • 00
TAX CREDITS: (1B) 21,675.90
.00 X 15 -
DATE NUMBER DISCOUNT (+)
06-23-2011 INTEREST/PEN PAID (-)
08-29-2011 CD014625
SBADJUST 1,083.79
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
C19)= • 00
21,675.90
~-
AMOUNT PAID
'~~~.10
.O1
TOTAL TAX PAYMENT
BALANCE OF TAX DUE 21'675.90
INTEREST AND pEN, •00
TOTAL DUE •00
IF TOTAL DUE IS • 00
A REFUND. REFLECTED AS A "CREDIT"
SEE REVERSE SIDE OF (CR), YOU MAY BE DUE
THIS FORM FOR INSTRUCTIONS.