HomeMy WebLinkAbout11-23-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
STACY B WOLF ESQ
10 W HIGH ST
CARLISLE
NOTICE OF INHERITANCE TAX
Ap~y~T,r~~-i~L~i!FANCE OR DISALLOWANI:E
0~=~t~EDUCT'IONS'"./~,ND ASSESSMENT OF TAB;
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PA 17013-2922
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 1:L-07-2011
ESTATE OF ARNOLD JACK L
DATE OF DEATH liD-16-2010
FILE NUMBER 21 10-1081
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-06-2012
(See reverse side under Objections)
Amount Remitted
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 RECORDS E-- _ _______________
REV-1547 EX AFP C12-lO~
R
R
N ASSES SMENTAOFOTAXCE OR
DEDUCTIONS AND
OF
DISALLOWANCE
ESTATE OF: ARNOLD JACK LFILE N0.:21 10-1081 ACN: 101 DATE: 11-07-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
00
roper
e
~1) • p
NOTE: To ensur
1. Real Estate (Schedule A) .00 credit to your account,
2. Stocks and Bonds (Schedule B) C2)
00 submit the upper portion
Closely Held Stock/Partnership Interest (Schedule C)
3 C3)
.
of this form with your
.
Mortgages/Notes Receivable (Schedule D)
4
C4)
• 00
tax payment.
.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
5
(5) b~3,448.90
.
C6) 7,3 32.32
6. Jointly Owned Property (Schedule F) 4,723.00
7. Transfers (Schedule G) C7)
~$) 75.504.22
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
17,902.81
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) (9) -
10 Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
12,902.81
cll)
11. Total Deductions
C12) 62, 601 .41
12. Net Value of Tax Return
C13) .00
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) 41
b01
b2
14. Net Value of Estate Subject to Tax (14) .
,
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: 613.71 X 00 =
31 .00
15. Amount of Line 14 at Spousal rate (15) ,
70 X 045 =
987
30
1,394.45
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .
.
= 00
C17) ~ X 12
~ .
17 Amount of Line 14 at Sibling rate .
.
8) .00 X 15 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (1 Clg)= 1,394.4 5
19. Principal Tax Due
TAX CR EDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-13-2011 CD014704 .00 1,394.45
TOTAL TAX PAYMENT 1,394.45
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 DUF
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE S:CDE OF THIS FORM FOR INSTRUCTIONS.