HomeMy WebLinkAbout10-28-11 (3)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
BENJAMIN J B TLER
500 N THIRD ~T
PO BOX 1004 ',
HARRISBURG
r, „,-~;~,~-:.NQ;r-I,c~E,{~F INHERITANCE TAX Pennsylvania ~
+~~~P~AESEid~Fl~f;~ LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
~' OF ,-DEDUCI'~~~S AND ASSESSMENT OF TAX REV-1547 EX AFP clz-lo)
'k' ~ `'`~' ~ ~~ +~~~~ ~~' ~~ DATE 10-18-2011
ESTATE OF TAYLOR JOAN V
(',~~~~( (,~}~ DATE OF DEATH 11-30-2007
~~F~ti~~~ `~"~J`~T FILE NUMBER 21 09-0169
C~}A~1;;Fu ,~'.^~I~j f'f~) {~A, COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-17-2011
(See reverse side under Objections)
PA 17108 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LIN~----- -~ --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- F"- -------------------
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TAYLOR ~ JOAN VFILE NO •21 09-0169 ACN: 101 DATE: ln_ttt-~n:i
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF ~ETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSc edule A)
2. Stocks and Bond (Schedule B)
3. Closely Held St ck/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Depos is/Misc. Personal Property (Schedule E)
6. Jointly Owned P operty (Schedule F)
7. Transfers CSche ule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expense /Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage iabilities/Liens (Schedule I)
C1) .00 NOTE: To ensure proper
(2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 40,000.00
t6) .00
c7] .00
ca) 40.000.00
(9)- 24.76 .94
clo] 72.294.22
11. Total Deductio
12. n
Net Value of Tax
Return C11) 97,060.16
13.
Charitable/Gover
nmental Bequests; Non-elected 9113 Trusts (12)
(Schedul
J:> 57,060.16-
14.
Net Value of Est
ate Subject to Tax e
C13) .00
(14) _ 57.060.16-
NOTE: If an asses ^ent was issued previously, lines 14, 15 and/or 16
17
18 a
d 19
reflect fig
res that include the total
of ALL ,
,
returns assessed to date n
will
ASSESSMENT OF TAX: .
15. Amount of Line 1 at Spousal rate
~ C15) .00 X 00 = 00
16. Amount of Line 1 taxable at Lineal/Class A rate (16) n0 x 04 5 = .
17.
Amount of Line l
~
e at Sibling rate
C17) .00
I .On X 12 = .00
18. Amount of Line 1{ -
a taxable at Collateral/Class B ra
f te C18) .00 X 15 = 00
19. Principal Tax Du .
TAX CREDITS: f (19)= .00
PAYMENT
DATE RE
N EIPT
MBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
i
i
~I
Iii
~ IF PAID AFTER DATE IND~CATED, SEE REVERSE
FOR CALCULATION OF ADD TIONAL INTEREST.
_
- - - _ I
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.