HomeMy WebLinkAbout11-07-11~~~ r ~'.~ ~ 'r~ ;( E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APpRAY$. , ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ - -' '-' ~ ~-~ QF' D~ ~iQTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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ORFH.~;~''S CURT
CU~ti4Rr~t *~~~, ;;~ } PA
IVO V OTTO III ESQ
10 E HIGH ST
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 10-24-2011
ESTATE OF MASLAND III FRANK E
DATE OF DEATH 01-22-2011
FILE NUMBER 21 11-0144
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-23-2011
(See reverse side under Objections)
Aaount Re~itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE y RETAIN LOWER PORTION FOR YOUR
--------------------w-----------------------------
REV-1547 EX AFP RECORDS ~
C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT,-ALLOWANCE
---------------------------
DI
SA
KNCE 0
ESSME
F TAX
ESTATE OF
U
~ OR
: MASLAND III
FRA
E ILE
NO.
21 1HD 0144 ACN
101 DATE
: 1t-24-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds cSchedule B) C1) .00 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest cSchedule C) C2)
C3) 391,859.32
00 credit to your account,
submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 58,715
50 tax payment.
6. Jointly Owned Property (Schedule F) .
7. Transfers (Schedule G) (6) .00
cn 550,704.83
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ce) - 1,001,279 65
9. Funeral Expenses/Adm. Costs/Misc. Expenses cSchedule H) C9) 3.779 77
10. Debts/Mortgage Liabilities/Liens (Schedule I)
clo) 19,960 00
11. Total Deductions
12• Net Value of Tax Return cll) 53,739.77
13. Charitable/Governmental Bequests; Non-elected 9113 Tru
t ( '
.
s
s
14. Net Value of Estate Subject to Ta Schedule J) C13) 18 0
000
00
x
NOTE: If an assessae~nt was issued previously
li
t14)
767 , 539 88
,
nes
reflect ffpures that include the tot
l 14, 15 and/or 16, 17, 18 and 19 will
a
of ALL
ASSESSMENT OF TAX: returns asses sed to d ate.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rat . X 00 = .00
e (16)
17. Amount of Line 14 att Sibling rate 767.~39
SA X .045 = 34, 539.29
cln
18. Amount of Line 14 taxable at Collateral/Class B rat _ nn X 12 = .00
e C18)
19. Principal Tax Due
~ 00
X 15 =
. 00
TAX CREDITS: C19)= 34,539.29
PAYMENT RECEI T DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAI D
04-18-2011 CD014 29
1,726.96 z, gl-- z~ -~
, 2.
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT
34,539.29
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF' THIS FORM FOR INSTRUCTIONS.