HomeMy WebLinkAbout10-07-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL '' ~ MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~ ~~
PO BOX 280601 ~t~ ~' ~~j (QEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
,,~,, ,...,..~ _-~ F~~ ~. ~~ DATE
`?'~'' ` ~~' ~~ ~ 09-26-2011
ESTATE OF FERGUSON HAROLD K
C~~R~(~~' DATE OF DEATH 01-26-2009
(}dpi-{~n,)~~ (;d~~T FILE NUMBER 21 09-0115
JERRY A WEI(~LJ~';~;~~~i^'~,~'~ (';f` Pfd COUNTY CUMBERLAND
126 E KING ST ACN 101
SHIPPENSBURG APPEAL DATE: 11-25-2011
PA 17257 (See reverse side under Objections)
Amount Reoitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT_ALON6 THIS LINE ~-l--R_ETA_IN-LOWER POR_TION_ FOR YOUR RECO_R_D_S___~__
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ---"--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENTAOFOTAXCE OR ----
ESTATE OF: FERGUSON HAROLD
KFILE N0.:21 09-0115 ACN: 101 DATE: 09-26-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) .00 NOTE: To ensure proper
3. Closely Held Stock/partnership Interest,CSchedule C) (2) .00 credit to your account,
4. Mortgages/Notes Receivable (Schedule D) (3) ,00 submit the upper portion
(4) of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 6, •00 tax payment.
6. Jointly Owned Property (Schedule F) 227.06
7. Transfers (Schedule G) (6) .00
(7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) - 46 2 ~ nc
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)__ O1~ nn
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c1o) .00
11. Total Deductions
12• Net Value of Tax Return (11) 2,015.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (12) 44,21 2.06
14. Net Value of Estate Subject to Tax (13) - 00
NOTE: If an assesssent was issued previously, lines 14, (14) 95,436 24
reflect figures that include the total of ALL returns assessed~to7d to and 19 will
ASSESSMENT OF TAX:
15. Amount of Lina 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate (15) '~~ X 00 = .00
17. Amount of Line 14 at Sibling rate (16) 9~ ~ ;6 ~L X 04 5 =
c17) 4,294.63
18. Amount of Line 14 taxable at Collateral/Class B rate (18) np X 1~ _ •00
19. Principal Tax Due .00 X 15 = .00
TAX CREDITS: C19)= 4,294.63
PAYMENT RECEIPT
DATE DISCOUNT (+)
NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-14-2009 CD011113
12-07-2009 REFUND 115.79 2,200.00
03-04-2011 CD014082 '00 10.16-
.54- 1,989.54
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-05-2011 TOTAL TAX PAYMENT
BALANCE OF TAX DUE 4'294.63
.00
INTEREST AND PEN. 107.52
TOTAL DUE 107.52
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.