HomeMy WebLinkAbout06-06-11~~[lU~~ C~FF,~~ NOTICE OF INHERITANCE TAX Pennsylvania ~
BuREau of INDIVIDUAL ,. ISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~`~t1 ~`~ ~~ ~ DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 =`) ~ ~~ ~ ~ ~ r
REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601
2011 JUN -6 Ply 12~ 14
(;~)~I~N~~ ~~~
SHELL Y J R"UN ~RLAND GO.. P}4
109 LOCUST ST
HBG PA 17101
LAZE 05-23-2011
ESTATE OF BERTOVIC RUTH B
DATE OF DEATH 10-02-2010
FILE NUMBER 21 10-1068
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-22-2011
(See reverse side under Objections)
Aatount Re~itted~
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
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REV-15 _
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47 EX AFP t12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
_
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OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: BERTOVIC RUTH BFILE N0.:21 10-1068 ACN: 101 DATE: 05-23-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF R
ETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 00
2. Stocks and Bonds (Schedule B)
C2) .
1,871.52 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
30,08 3.31 tax payment.
6. Jointly Owned Property (Schedule F) (6) 1,08 7.24
7. Transfers (Schedule G)
n) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 33,042.07
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) _ 9.8 0 68
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8.94 0.36
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assesssent was issued previously, lines 14, 15
reflect figures that include the total of ALL return
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
--~ ~ n~a.r a r i DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
11-19-2010 CD013675 47.92
05-16-2011 REFUND .00
cll) 11,744.04
c12) 21,298.03
c13) . 00
u4) 21.298.03
and/or 16, 17, 18 and 19 will
s assessed to date.
C15) .00 X
(16) 9 1 .998 _ 0~ X
C17) .00 X
C18) .00 X
00 = .00
045 = 958.41
12 = .00
15 = .00
c19)= 958.41
AMOUNT PAID
39.51-
TOTAL TAX PAYMENT 958.41
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 DU 9
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF 'PHIS FORM FOR INSTRUCTIONS.