HomeMy WebLinkAbout10-28-11 (3)NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~'-"~'Ak'~~~~~'+-f~:~OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION rs'~cliF I~EDUCTI'Opl~ AND ASSESSMENT OF TAX
PO BOX 280601. li.'_ _ ~ `~ REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601
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ORPHfjN ~ ~'O,JRT
LISA MARIE C YNE ESQ'~~~'~~'~~~~ ~4'I ~ r~!~ PA
3901 MARKET ~T
CAMP HILL ! PA 17011-4227
DATE 10-18-2011
ESTATE OF WINN DOROTHY L
DATE OF DEATH 08-04-2009
FILE NUMBER 21 09-0763
COUNTY CUMBERLAND
ACN 501
APPEAL DATE: 12-17-2011
(See reverse side under Objections)
Aaount Renitted
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-1547 EX AFP C12 10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
--------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WINN ~ DOROTHY LFILE NO •21 09 0763 ACN:
501 DATE: lo-1A-~nII
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF ETURN BASED ON: LITIGATION RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Sto k/Partnership Interest (Schedule C)
4. Mortgages/Notes eceivable (Schedule D)
5. Cash/Bank Deposi s/Misc. Personal Property (Schedule E)
6. Jointly Owned Pr party (Schedule F)
7. Transfers (Schad le G)
8. Total Assets li
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(1) .00 NOTE: To ensure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
[4) .00 tax payment.
c5) 16, 060.05
(6) .00
(7) .00
(8) 16.060 0
C9) . ) 00
clo) .00
11. Total Deductions
12. Net Value of Tax Return (11) 3, 155.00
13. Charitable/cover mental Bequests; Non-elected 9113 Tr
t ( 13) 12,905.05
14. Net Value
f E
t us
s Schedule J) ( •00
o
s
~ te Subject to Tax
(14) 12.905.05
NOTE: If an assess ~ent was issued previously, lines 14, 15 and/or 16
17
reflect figu
es that include the total of ALL ,
,
returns
and 19 will
ASSESSMENT OF TAX: asses sed to d to
15. Amount of Line 14~ at Spousal rate (15) .00 0 0 =
16. Amount of Line 14 taxabl
t L X • 00
e a
ineal/Class A rate (16) 1 7
9n~
S
17. Amount of Line 14
at Sibling rate •
O x 045 = 580.73
C17)_ -I10 X 12 =
18. Amount of Li
1 •0 0
ne
4 taxable at Collateral/Class B rate (18) 00 15 -
19. Principal Tax Duel . X
- • 00
TAX CREDITS: (19)= 580.73
PAYMENT REC IPT DISCOUNT C+)
DATE NU BER INTEREST/PEN PAID (-) AMOUNT PAID
06-24-2011 CD01 4628
.00 580 .73
* IF PAID AFTER VIII
DATE INDI~ATED, SEE REVERSE
FOR CALCULATION OF ADDI IONAL INTEREST.
TOTAL TAX PAYMENT 580.73
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE E
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTION S