HomeMy WebLinkAbout10-28-11,~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
PATRICIA ARMSTR(
STE 500
212 LOCUST ST
HARRISBURG
NOTICE OF INHERITANCE TAX Pennsylvania ~
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (lz-lo)
DATE 10-10-2011
ESTATE OF BEIBLE MARGARET M
DATE OF DEATH 12-27-2010
FILE NUMBER 21 11-0101
COUNTY CUMBERLAND
G ESQ ACN 101
APPEAL DATE: 12-09-2011
(See reverse side under Objections)
PA 17101 Amount Remitted r
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _ _
--------------
REV-1547 EX AFP C12-1 ) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BEIBLE i MARGARET MFILE N0.:21 11-0101 ACN: 101 DATE: 10-10-2011
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RE
1. Real Estate (Sched
2. Stocks and Bonds
3. Closely Held Stock
4. Mortgages/Notes Re
5. Cash/Bank Deposits
6. Jointly Owned Prop
7. Transfers (Schedul
8. Total Assets
APPROVED DEDUCTIONS A D EXEMPTIONS:
9. Funeral Expenses/A m. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Lia ilities/Liens (Schedule I)
(a) 828 , 674.93
(g) 26 , 944.37
clo) 11,339.21
11. Total Deductions C11) 38,283.58
12. Net Value of Tax R turn (12) 790,391.35
13. Charitable/Governme ntal Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14 Net Value of Estat Subject to Tax (14) 790,391.35
.
NOTE: If an assessor nt was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figur s that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 t Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 axable at Lineal/Class A rate (16) 790.397 _35 x 045 = 35,567.61
17. Amount of Line 14 t Sibling rate (17) - 00 X 12 = . 00
18. Amount of Line 14 axable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 35,567.61
TAX CREDITS:
PAYMENT RECE PT DISCOUNT c+~ AMOUNT PAID
DATE NUM ER INTEREST/PEN PAID (-)
03-23-2011 CDO1 179 1,578.95 30,,000.00
06-28-2011 CDO1 640 .00 3.,903.01
08-11-2011 CDO1 844 .DO 85.70
RF,CORDED OFFICE OF
RI~,C:ISTI?ROI~ WI] 1,5~
2011 OCT 28
CLERK OF
ORPf IANS COURT
CU'VfBI?R],~Nll COURT,PA
IF PAID AFTER DATE INDI ATED, SEE REVERSE
FOR CALCULATION OF ADDI IONAL INTEREST.
I
URN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0. O1
le A) (1) .00 NOTE: To ensure proper
chedule B) (2) 409.262.93 credit to your account,
00 submit the upper portion
Partnership Interest (Schedule C) (3) . of this form with your
eivable (Schedule D) C4) •00 tax payment.
Misc. Personal Property (Schedule E) C5) 419,412.00
rty (Schedule F) (6) .0 0
G) C7) .00
TOTAL TAX PAYMENT 35,5b7.66
BALANCE OF TAX DUE .05CR
INTEREST AND PEN. .00
TOTAL DUE .05CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
R
REV-1470 EX (010)
`, ~~; pennsylvar~ia
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXE$
PO Box 280601 ',
DECEDENT'S NAME Beibi@, M~Irgaret
REVIEWED BY
Justin R. ilmore
ITEM
SCHEDULE NO.
Accepted) revised return.
INHERITANCE TAX
EXPLANATION
OF CHANGES
2111-0101
101
EXPLANATION OF CHANGES
Row Paae 1