HomeMy WebLinkAbout10-07-11BUREAU OF INDIVIDUAL raxES FF~ci~t~;;u- NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ,_, ~~ ALLOWANCE OR DISALLOWANCE Pennsylvania ~
PO BOX 280601 i~~"` ` Q'F^' D~'~'V~fNS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
HARRISBURG PA 17128-0601 ~ ~ ..~..~J REV-1547 EX AFP Q2-10)
,''i'~~CT-7 ~~ 2: ~
CLE~~ ~~
JENNIFER B HIPP C~OR FAN'S C~Ot~1RT
1 W MAIN ST `~ , . PA
SHIREMANSTOWN PA 17011
DATE 09-26-2011
ESTATE OF CARTER SR DONALD L
DATE OF DEATH 03-10-2010
FILE NUMBER 21 10-0337
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-25-2011
(See reverse side under Objections)
Awount Reaitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT_ALON6 THIS LINE ~ --R_ETA_IN-LOWER PORTION FOR YOUR RECORDS (~•~
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
------------------ __________
------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CARTER SR
DONALD LFILE N0.:21 10-0337 Ar_N, ,~,
TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGFn y., ~ c• U9-26-2011
APPRAISFn vex ~~~ „~ ..
1 --- -^•-~~ yr Re~uKN BASED ON: SUPPLEMENTAL
Real E RETURN N0
O1
. state (Schedule A) .
2. Stocks and Bonds (Schedule B) (1) .00 NOTE: To
3.
Closely Held Stock/partnership Interest (Schedul
(2)
•00 ensure
proper
credit to your account,
4. e C)
Mortgages/Notes Receivable (Schedule D) C3) •00 submit the upper portion
5. Cash/Bank Deposits/Misc. Person
l P C4)
' 00 of this form with your
tax
6. a
roperty (Schedule E)
Jointly Owned Propert
(S
C5)
3,500.00. payment.
y
chedule F)
7. Transfers (Schedule G] (6) .0 0
8. Total Assets (7) .OD
APPROVED DEDUCTIONS AND EXEMPTIONS:
9 F cB) 3,500 00
• uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g)_ 64 00
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(10)
11. Total Deductions 00
12• Net Value of Tax Return (11) 645
00
13. Charitable/Governmental Bequests; Non-sleeted 9113 T C12) .
2,855.00
14. Net Value of Estate Subje
t rusts (Schedule J)
C13)
c
to Tax 00
NOTE: If an assessoent was issued previousl C14) 3.675,243 15
y,
reflect figures that include the total of
ASSESSMENT iALL ~
7 and 19 will
OF TAX: returns assessed
to
d to
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate (15) '00 X 00 = .00
17. Amount of Line 14 at Sibling rate C16) ;•6 ~~ ~~ )~ x 045 =
165,385
95
1B• Amount of Line 14 taxable at Collateral/Cl n0 X 1 2 = .
.00
19. ass B rate
Principal Tax Due Clg) .00 X 15 =
TAX CRE
DITS:
C19)= .00
PAYMENT orrrror 165,385.95
DATE uasGUUNT (+)
NUMBER INTEREST/pEN PAID (-)
06-09-2010 CD012872
12-10-2010 CD013762 5,520.01
07-05-2011 CD014670 •00
2.26-
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
•• ,vpu.C7
54,857.21
130.75
TOTAL TAX PAYMENT
BALANCE OF TAX DUE. 165,385.96
INTEREST AND PEN. •O1CR
.00
TOTAL DUE .O1CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~
i