HomeMy WebLinkAbout10-28-11 (3)[r NQ~~~hQF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL raxes ~~AArP~2A'ISEWE`l~l. , LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r ,-[1F . DEDUC~"I~IS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 ~
REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601
e ?~ ~. E ~ ~ i~. ~ l ~ ~ j: ~.3 ~, DAT E
10-18-2011
ESTATE OF FLATLEY ANN G
~~E~~ r~F DATE OF DEATH 10-08-2010
ORt~Fit~+.N`~ ~~t,I~T FILE NUMBER 21 10-1032
HUBERT X GILI~OY ~'{~~"'~~~~ ~~``~~' ('!1 Pla COUNTY CUMBERLAND
10 E HIGH STS' ACN 101
APPEAL DATE: 12-17-2011
CARL I SL E ' PA 17013 (See reverse side under Objections)
Amount Remitted
', 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 ~ _
EV-1547 EX AFP C12
--------------
~•10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FLATLEY ANN GFILE N0.:21 10-1032 ACN: 101 DATE: )n_lst_~n „
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGEn
grrRgt,tU VALUE OF ~ETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Sch dule A)
2. Stocks and Bonds~i(Schedule B)
3. Closely Held Sto~k/Partnership Interest (Schedule C)
4. Mortgages/Notes f~eceivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Pr perty (Schedule F)
7. Transfers CSched~le G)
8. Total Assets
APPROVED DEDUCTIONS
9. Funeral Expenses
10. Debts/Mortgage L
(1) .00
c2) 337, 777.28
c3) .00
(4) .00
(5) 253, 915.36
c6) 307,425.00
c7) 33,545.55
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 932,663 19
ND EXEMPTIONS:
dm. Costs/Misc. Expenses (Schedule H) C9) 8.671 ~n
bilities/Liens (Schedule I) (10) 2.992 50
11. Total Deductions
12. Net Value of Tax Return (11) 31,664.00
13. Charitable/Govern mental Bequests; Non-elected 9113 Tru
t (S
(13) 900,999.19
14. lI
Net Value of Esta te Subject to T s
s chedule J) .00
NOTE:
If an ass ax
~ (14) 900,999 19
essB
reflect figur ent was issued previously,
es th
t
lines
14, 15 and/or 16, 17,
18 and 19 will
ASSESSMENT OF TAX: a
include the total of ALL returns assessed to date.
15. Amount of Line 14'i
~ at Spousal rate (15) 00
00 =
16. Amount of Line 14
~, taxable at Lineal/Class A rate C16) .
)(
R9~
999 • 00
17. Amount of Line 14 II at Sibling rate .
) q X
045 = 40, 319.96
18. I
Amount of Line 14~~
taxable at Collateral/Class B ra cln
te C18) no X 12 =
5,000
00
15 = .00
19.
Principal Tax Due', .
x 750.00
TAX CREDITS: (19)= 41,069.96
DATE NUM ER INTEREST/PEN PAID (-)
01-10-2011 CDO1 877 .00
07-06-2011 CD01,671 .00
INTEREST IS CHARGED THROUGH 11-02-2011
AT THE RATES APPLICABILE AS OUTLINED ON THE
REVERSE SIDE OF THIS (FORM
~ IF PAID AFTER DATE INDICII~TED, SEE REVERSE
FOR CALCULATION OF ADDITiIONAL INTEREST.
AMOUNT PAID
„ ~uu.uu
2,122.65
TOTAL TAX PAYMENT 39,122.65
BALANCE OF TAX DUE 1,947.31
INTEREST AND PEN. 18.68
TOTAL DUE 1,965.99
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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