HomeMy WebLinkAbout06-06-11NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TA~~~~~~~~~ENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~,~ f.~ f".„ UCTIDNS AND ASSESSMENT OF TAX
PO BOX 280601 ~r'-+ ~ REV-1547 EX AFP (12-10)
HARRISBURG PA 1 7128-0 601 ~`~ • `'• ` 411 ~ !'i"'J
2011 Jt1N -6 P~~ 12~ ~ ~
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MURREL WALT~,~~~~~~ CO..
54 E MAIN ST
MECHANICSBURG PA 17055
DATE 05-23-2011
ESTATE OF BAKER ELISE M
DATE OF DEATH 10-28-2010
FILE NUMBER 21 10-1188
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-22-2011
(See reverse side under Objections)
Amount Remitted
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 F- _ ______
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAKER ELISE MFILE N0.:21 10-1188 ACN: 101 DATE: n~-~~_~nll
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 125,433.00 NOTE: To
2.
Stocks and Bonds (Schedule B)
C2)
,00 ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) C5) 758,391.79
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 883,824.79
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cy) 2 .7 9. 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.8 96.52
11. Total Deductions C11) 27,636.02
12. Net Value of Tax Return (12) 856,188.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 4,000.00
14. Net Value of Estate Subject to Tax C14) _ 852.188.77
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) .DO X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) RS7. 1 SS _ 77 x 045 = 38, 348.49
17. Amount of Line 14 at Sibling rate (17) 00
=
.
X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .DO X 15 = .00
19. Principal Tax Due
TAX CREDITS: (19)= 38,348.49
•--•••~••• nca.uri DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
01-26-2011 CD013945 1,736.84 33,OD0.00
03-22-2011 CD014163 .00 3,698.49
TOTAL TAX PAYMENT 38,435.33
BALANCE OF TAX DUE 86.84CR
INTEREST AND PEN. .00
TOTAL DUE 86.84CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D'
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.