HomeMy WebLinkAbout10-28-11 (3)l,' `r~ ~ ;I,~'~~~ INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES AF~PRAci1~.NTr: ~.LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
'`G~'~'~'E~IJr~T~"btu AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601
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ANTHONY L DELUCA ESQ
113 FRONT ST
PO BOX 358
BOILING SPRINGS PA 17007
DATE 10-10-2011
ESTATE OF RITTER MARY E
DATE OF DEATH 04-02-2011
FILE NUMBER 21 11-0476
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-09-2011
(See reverse side under Objections)
A~ount Resitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -- ~ RETAIN LOWER PORTION FOR YOUR
---------------------- ------------ RECORDS ~
REV-15
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47 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
-----------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RITTER MARY EFILE N0.:21 11-0476 ACN: 101 DATE: 10-10-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALU
E OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2.
Stocks and Bonds (Schedule B) (2) .
00 NOTE: To ensure proper
cr
dit t
, e
o your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .
44,64 0.4 9 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 44.640.49
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7_7, 74 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 239.00
11. Total Deductions
12.
Net Value of Tax Return C11) 17,413.21
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts C12)
(Schedule J) 27,227.28
14.
Net Value of Estate Subject to Tax C13) .0 0
(14) 27,227.28
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18
reflect figures that include the total
of ALL ,
,
a
returns assessed to date nd 19 will
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) .00 X 00 = 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 77.777 78 x 045 = .
17.
Amount of Line 14 at Sibling rate
(17)
I1 1,225.23
_ 0 X 12 =
.00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 = 00
19. Principal Tax Due .
TAX CREDITS:
(19)=
1,225.23
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
30 2011 CD014649 61.26 1,163.
TOTAL TAX PAYMENT 1,225.23
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDPCATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BFI;' E
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIO N