HomeMy WebLinkAbout06-06-11~f~~~D~~ TICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXE~f~~~~~~,~ ~~. ENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIYISION b UCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-10)
PO BOX 280601
H1IRRISBURG PA 17128-0601
CLERK OF
~~5
WILLIAM A DUNCAN
1 IRVINE ROW
CARLISLE PA 17013
DATE 05•-23-2011
ESTATE OF BEAMER SR (LAIR E
DATE OF DEATH 01-15-2011
FILE NUMBER 21 11-0105
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-22-2011
(See reverse side under Objections)
Awount Rewitted r
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE ---- ~- R_ETA_IN LOWER POR_TION_ 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: BEAMER SR (LAIR EFILE N0.:21 11-0105 ACN: 101 DATE: 05-?3-~n))
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To
2.
Stocks and Bonds (Schedule B)
C2)
,00 ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3 2,54 9.0 6
6. Jointly Owned Property (Schedule F) C6) 91,'731.78
7. Transfers (Schedule G) C7) .00
8. Total Assets C8) 124 , 280 .84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) I6. 0~+.
10. Debts/Mortgage Liabilities/Liens [Schedule I) C10) 74.69
11. Total Deductions C11) 16,280.24
12. Net Value of Tax Return (12) 108, 000.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) _ 108,000.60
NOTE: If an assesswent was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 7nS.n00.6n x 045 = 4,8b0.03
17. Amount of Line 14 at Sibling rate (17) .n0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19)= 4,860.03
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
03-24-2011 CD014181 243.00 4,617.03
TOTAL TAX PAYMENT 4,860.03
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.