HomeMy WebLinkAbout10-07-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17126-0601
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~~~-,.,, i ; ;,, Q, OF INHERITANCE TAX Pennsylvania ~
~- d~F~AtI~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
`~ ~K DED`C1(q~ONS AND ASSESSMENT OF TAX
~~~ ~, REV-1547 EX AFP (12-10)
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CLERK ar
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RICHARD S HOCKLEYtJ'~~~"~~~-}4`}~`'c' r"~ R~
206 ACRE DRIVE
CARLISLE PA 17013
DATE 10-03-2011
ESTATE OF SENTZ ANNA C
DATE OF DEATH 06-13-2010
FILE NUMBER 21 10-0910
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-02-2011
(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-
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APP
RAISEMENT, ALLOWANCE _ ______________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SENTZ ANNA (FILE N0.:21 10-0910 ACN: 101 DATE: 10-03-2011
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 172,500.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 68,752.18
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 241,252.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 4,8 9.08
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 125,834.01
11. Total Deductions C11) 130,693.09
12. Net Value of Tax Return C12) 110,559.09
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 110,559.09
NOTE: If an assesswent 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 (16) -~~ X 04 5 = .00
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) 110,559.09 X 15 - 16,583.86
19. Principal Tax Due C19 )= 16,583.86
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
09-08-2010 (0013324 736.84 14,000.00
INTEREST IS CHARGED THROUGH 10-18-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 14,736.84
BALANCE OF TAX DUE 1,847.02
INTEREST AND PEN. 33.17
TOTAL DUE 1,880.19
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG._P_A_17.128-0601_ ___
CEDENT'S NAME
VIEWED BY
ITEM
_HEDULE NO.
INHERITANCE TAX
EXPLANATION
OF CHANGES
Sentz, Anna
Justin R. Gilmore
2110-0910
101
EXPLANATION OF CHANGES
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The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROw Paae 1