HomeMy WebLinkAbout11-23-11Pennsylvania ~ ~
r ,. , _,. ~,pT~~-,.OF INHERITANCE TAX
AIR`R~ATS~k{~EN'7`',~~L~L'UWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAxES ;flF DEIIU~TI~DN~~. AND ASSESSMENT OF TAX REV-1547 EX AFP <lz-lo)
INHERITANCE TAX DIVISION ~ -~
PO BOX 260601
HARRISBURG PA 17128-0601 11 - 07 - 2011
~. ,~ ~ :. DATE
ESTATE OF BAKER CAROLE D
- DATE OF DEATH 10-21-2010
l ~~~~ 21 10-1166
`" ,.~ FILE NUMBER
~` '' "'; „'' ~ COUNTY CUMBERLAND
C~1C.~i"~ ~ ~:'4 t, ' : ~~~, ACN 101
MARLIN R MCCALEB AppEAL DATE: 01-06-2012
PO BOX 230 (See reverse side under Objections)
219 E MAIN ST
Amount Remitted
MECHANICSBURG PA 17055
MAKE REGISTERA OFB WILLSD REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE P~4 17013
~ RETAIN LOWER PORTION FOR YOUR RECCIRDS ~' ______________
CUT ALONG THIS LINE ------------------------''--
REY-1547 EX AFP C12-lO~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
CAROLE DFILE N0.:21 10-1166 ACN: 101 DATE: 11-07-2011
ESTATE OF: BAKER
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
C1) 200,000.00 NOTE: To ensure proper
1. Real Estate (Schedule A) .00 credit to your account,
(2) submit the upper portion
2. Stocks and Bonds (Schedule B)
C3) '00 of this form with your
3. Closely Held Stock/Partnership Interest (Schedule C) C4) ,00 tax payment.
4. Mortgages/Notes Receivable (Schedule D) 122,272,16
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C6) .00
6. Jointly Owned Property (Schedule F) C7? 57'8,559.25
7. Transfers (Schedule G) C8) 900,831.41
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11.
12.
13.
14.
C9) L•1 .80.10
c1o) 28.4y 5_66
C11) 70,045.76
c12) 830,785.65
C13) .00
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously,
reflect figures that include the total
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
lines 14, 15
of ALL return
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS: DISCOUNT C+)
PAYMENT RECEIPT
DATE NUMBER INTEREST/PEN PAID C-)
CD013831 1,167.58
12-29-2010 621.89
12-29-2010 CD014694 .00
07-11-2011
00 - .00
045 = 37,385.35
12 = .00
15 = .00
C19)= 37,385.35
L G , L ~~
11,816.00
1,595.88
TOTAL 'f AX PAYMENT 37,385.35
BALANCE: OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
c 14) 830 , 785.65
s assessed to date,
and/or 16, 17, 18 and 19 will
.00 X
C15)
C16) 83n "-SF.6~ X
c 17 ) -y0.0_ X
OU X
(18) S
AMOUIVT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATIDN OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. -