HomeMy WebLinkAbout10-07-11
C NOTICE OF INHERITANCE TAX
BuREau of INDIVIDUAL TAXES~t v ~~ ~P~~~;T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION t- -` ~.
PO BOX 280601 r~.~..:.~ Q~ i~~~ CTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 1 7128-0601 , ~ ' Y'~ •--~.'J
.-.~ ~~ ~~
.' f ~. ~~ ! G~.'
CI.ER~ OF
OR~H'-'4N'S Cvi)~~T
ROGER B IRWIN ~«~~C~(°[_E".i~.,j) rn, F'f~
60 W POMFERT ST
CARLISLE PA 17013
Pennsylvania L
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 10-03-2011
ESTATE OF HARTZELL
DATE OF DEATH 04-09-2011 SHIRLEY M
FILE NUMBER 21 11-0538
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_ALON6 THIS LINE _ y __RETAIN_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: HARTZELL
SHIRLEY MFILE N0.:21 11-0538 wru_
TAX RETURN WAS: (X) ACCEPTED AS FILED
APPRAISFn vw~ ~~~ ..
aui
C ~ ruwu,. ~..
LniE: 10-03-2011
----- ~• ~~~uRn sgSED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) .00
C2)
00 NOTE: To ensure proper
. credit to your account,
C3) .00 submit the upper portion
C4)
.00 of this form with your
c5)
. 00 tax payment.
c6) 5, 386.09
~7) .00
~$) 5 386.09
(9)- ~ 8 5n
11. Total Deductions (10) 8 350 53
12. Net Value of Tax Return
13. Charitable/Govern (11) 9,633.03
mental Bequests; Non-elected 9113 T
14. Net Value of Estate Subject t rusts X12)
(Schedule J)
(13 4,246.94-
o Tax
NOTE: If ) .00
an assessment was issued previousl C14) 4 246.94-
y,
reflect figures that include the total of
ASSESSMENT OF T iALL ~
7 and 19 will
AX:
15. Amount of Li returns assessed
to
d e
ne 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A r
t
C15)
'00 X 0 0 =
a
e
17. Amount of Line 14 at Sibling rate C16)
nn x 045 = •00
1B. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal T
~lg)
~~ X 1 2 = .00
•00
ax Due
TAX CREDITS: .00 x 15 = .00
PAYMENT RECEIPT c19)-
•OO
DATE DISCOUNT (+) _
NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX P YAX P YA MENT
BALANCE OF TAX DUE •00
INTEREST AND PEN. •00
.00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A ^CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.