HomeMy WebLinkAbout10-07-11~._
~( (,f }r, ~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL raxES r~ RA~~~~~1 ALLOWANCE OR DISALLOWANCE
INHERITANCE 7AX DIVISION ~,~, '
PO BOX 280601 ` J1F~~E~11C, IONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
ec~R~ ~~
0~'~'~~~~~s u~~~~~ r
NICOLE MARIE KERNS
SUITE 202
2000 LINGLESTOWN RD
HARRISBURG PA 17112
Pennsylvania ;~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 10-03-2011
ESTATE OF GRIFFIE
DATE OF DEATH 12-09-2010 MAX W
FILE NUMBER 21 11-0090
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-p2-2011
(See reverse side under Objections)
Aa:ount Rewitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG THIS LINE _ y --RETAIN-LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP 012-10) NOTICE ----- ----------------------
OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRIFFIE
MAX WFILE N0.:21 11-009n wru_
TAX RETURN WAS: (X ) ACCEPTED AS FILED i u a LATE' 10 - 03-2011
APPRAISED VAI uc ne e.-~...... c ) cueur_rn
----- -• ^~ ~ uRn IsASED 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)
$. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) 180, 000.00 NOTE: To ensure
C2) proper
.00 credit to your account,
(3) •0 0 submit the upper portion
C4) of this form with your
.00 tax payment.
cs) 15, 283.30
t6) .00
v) 24,233.45
ca) 219_ 516 7,5
C9)- ~0 09 6
11. Total Deductions C10) 4 917 4
12• Net Value of Tax Return
13
Ch
011)
25,012
68
.
aritable/Governmental Bequests; Non-elected 9113 T
14. Net Value of Estat rusts c12)
(Schedul .
194,504.07
e Subject to Tax e J)
(13)
.00
NOTE: If an assessoent was issued previousl C14) 194 504.07
y,
reflect figures that include the total f
ASSESSMENT OF ~
7 and 19 will
TAX:
15. Amount ALL returns assessed
to
d e
of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Li
(15)
00
'00
neal/Class A rate
17. Amount of Line 14 at Sibling r
t
C16)- =
X
1 94 ~i/IL• n~
X 045 =
• 00
a
e
1B. Amount of Line 14 taxable at Collat
np X 1 2 = 8,752.68
eral/Class B rate
19. Principal Tax Due ~lg)
00 •00
TAX CREDITS: .
x 15 = .00
PAYMENT
RECEIPT c19)=
8, 752.68
DATE DISCOUNT (+)
NUMBER INTEREST/PEN PAID ~_)
03-04-2011 CD014079
06-16-2011 CD014600 421.05
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
,uuu.UU
331.63
TOTAL TAX~PAYMENT
BALANCE OF TAX DUE 8'752.68
INTEREST AND PEN. •00
.00
TOTAL DUE- .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.