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HomeMy WebLinkAbout11-23-11".- NOTICE OF INHERITANCE TAX pennsylvarna ~~ .x :- BUREAU OF INDIVIDUAL TA~,ErS'~~' ~~$y~~4~~ENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION ~ OF.;,IJ~DUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-10) PO BOX 260601 _ - HARRISBURG PA 17128-0601 ` ` -~ C i~ - ~. f r rt J '.. l :~ i ~ l C ~ ~~ '~T HAROLD SIRWItLh ~PI'- ~, J ~~J„ rA. 64 S PITTS ST CARLISLE PA 17013 DATE 1.1-07-2011 ESTATE OF L.UCIDON JR JOHN M DATE OF DEATH [I1-21-2009 FILE NUMBER 21 09-0702 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 01-06-2012 (See reverse side under Objections ) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER 01= WILLS 1 COURTHOUSE SQUARE CARLISLE IPA 17013 CUT ALON_6 THIS LINE ---1 RETAIN LOWER PORTION__FOR_YOUR-REC:ORDS_ ~'___________________ REV-1547 EX AFP (12-10)DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR ~..r.T~ nr. i nrrnnu iv .I[)NN MFILE N0.:21 09-0702 __ACN: 101 DATE: 11-07-2011 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN ~1) .00 NOTE: To ensure proper 1. Real Estate (Schedule A) 00 credit to your account, 2. Stocks and Bonds (Schedule B) I2) . 00 submit the upper portion 3 Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your . 4 Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. . 5 Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 54,085.42 . 6 Jointly Owned Property (Schedule F) C6) ,00 . c7) .00 7. Transfers (Schedule G) c8) 54.085.42 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 78+207.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 46,295.00 74,502.00 c11) 11. Total Deductions 20,416.58- 12. Net Value of Tax Return (12) C13) .00 13 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) . C14) 20,416.58- 14. Net Value of Estate Subject to Tax 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: 00 00 - - .00 15. Amount of Line 14 at Spousal rate , X C15) 00 X 04 5 = C16) .00 16. Amount of Line 14 taxable at Lineal/Class A rate . (17) .00 X 12 .00 17. Amount of Line 14 at Sibling rate .00 X 15 = C18) .00 18 Amount of Line 14 taxable at Collateral/Class B rate . t19)= .00 14. Principal Tax Due TAX CR EDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUWT PAID DATE NUMBER INTEREST/PEN PAID C-) TOTAL l'AX PAYMENT .00 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" CCR), YOU MAY BE DLLfa FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~"