HomeMy WebLinkAbout10-28-11 (3)p~~[y NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES A,„~~~'~I~~M~,''~`'' ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE 7Ax DIVISION F. ~DEBFICTIq~~ND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601 ~t` -. ~ ` 1
HARRISBURG PA 17128-0601
R MARK THOMA ESQ
101 S MARKET ST
MECHANICSBUR
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,,; e ~a.. ~ 28 ;~ i~;~ ~u DATE 10-18-2011
ESTATE OF MONORITI RUTH E
U~~~~t ~3_ DATE OF DEATH 03-17-2010
O~F~~~„~ ~~~~~~ FILE NUMBER 21 10-0606
Cl,~~r~-~ ~~.., (,~,_~ pA COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-17-2011
PA 17055 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE
_ _ _ _ ~--1 R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-~ _ ____
REV-1547 EX AFP C12 10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MONORITI RUTH EFILE NO :21 10-0606 ACN: 101 DATE: )n_la_~nii
TAX RETURN WAS: C X) ACCEPTED AS FILED
APPRAISED VALUE OF ETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stoek/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Pr petty (Schedule F)
7. Transfers (Schad le G)
8. Total Assets ~
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage L'abilities/Liens (Schedule I)
C ) CHANGED
(1) .00 NOTE: To ensure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5)- 36,267.16
c6) 517,264.86
cn 139,690.31
ce) 693.222.33
Cg)__ 26.290 0
Clo) .00
11. Total Deductions) (11) 26,290.03
12. Net Value of Tax Return (12) 666,932.30
13. Charitable/cover mental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Est to Subjeet to Tax C14) _ 666,932.30
NOTE: If an asses went was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figu res that include the total of ALL returns assessed to d ate
ASSESSMENT OF TAX: .
15. Amount of Line 1 at Spousal rate C15) 508, 338.49 X 00 = . 00
16. Amount of Line 1 taxable at Lineal/Class A rate (16) -00 x 045 =
17
A
t .00
.
moun
of Line 1 at Sibling rate (17) 126.87
06 x 12 =
__
. 15,225.01
18. Amount of Line 1 taxable at Collateral/Class B rate C18) 31,718.75 X 15 = 4,757.81
14. Principal Tax Du~
TAX CREDITS C19)= 19, 982.82
:
PAYMENT RE EIPT DISCOUNT C+)
DATE NU BER INTEREST/PEN PAID C-) AMOUNT PAID
06-15-2010 CD0 2919 999.14 43,000.00
ill
I
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 43,999.14
BALANCE OF TAX DUE 24,016.32CR
INTEREST AND PEN. .00
TOTAL DUE 24,016.32CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.