HomeMy WebLinkAbout11-23-11 (2)BUREAU OF INDIVIDUAL TAXES r`' ~'~'^ NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION 1~PPRAI~F?~~>NT, ALLOWANCE OR
PO BOX 280601 OF DE.Lji_U,~,RTIONS DISALLOWANCE
HARRISBURG PA 171z6-ocol AND ASSESSMENT OF TAX
~~ - J t`
VICKY ANN TRIMFj~R Egg
PO BOX 659 f-'"
MECHANICSBURG PA 17055-0659
pennsy(vania ~~~~`
DEPARTMENT OF REVENUE • ~.
REV-1547 IX AFP (12-10)
DATE 11-14-2011
ESTATE OF CARSWELL
DATE OF DEATH 01-17-2011 JENNIE D
FILE NUMBER 21 11-0118
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-13-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OAF WILLS
1 COURTHOUSE SQUARE
CUT ALONG THIS LINE CARLISLE F'A 17013
~--R__E_TA__IN_-LOWER PORTION_ FOR YOUR RECORDS ~
REV-1547 EX AFP C12-10) NOTICE ---'---- --- __
ESTATE OF: CARSWELL -"--------
DISALLOWANCENOFRDEDUCTIONS AND RASSESSMEN'F'AOFOTANCE OR
JENNIE DFILE N0.:21 11-0118 AX
TAX RETURN WAS: ( ACN: 101 DATE:
APPRAISED VALUE OF X) ACCEPTED AS FILED 11-14-2011
RETURN BASED 0 ORIGINAL ( ) CHANGED
1 • Real Estate (Schedule A) N. RETURN
2• Stocks and Bonds (Schedule (1) 111
3• Closel B) ~~~'25=0 NOTE.
y Held Stock/Partnershi (2) To ensure proper
4. Mort p Interest (Schedule C) (3) -~O credit to your account,
gages/Notes Receivable (Schedule D)
5. Cash/Bank ~~ .00 submit the upper portion
Deposits/Misc. of this form with
6• Jointl Personal Property (Schedule E) Your
y Owned Property (Schedule F) (5) ~ tax payment.
7• Transfers (Schedule G) ~ ?~90~~?
C6)~~~ 0
8. Total Assets C7)~=~r_ 1(2.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. (B) 179 312.8 7
10. Debts/Mortgage Liabilities/Liens (Schedule Ijchedule H)
C 9 ) ~0 =~+-Lz
11. Total Deductions (10)-7369.12
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; C11) 107,414.87
14. Net Value of Estate Subject to Tax Non-elected 9113 Trusts (Schedule J) C12) 71,898.00
NOTE: (13) .00
If an assessment was issued previously,
(14) 71 898.00
reflect figures that include lines 14, 15
ASSESSMENT OF TAX: the total and/or• 16, 17, 18 and
15. Amount of Line 14 at spousal rate of A~ returns assessed 19 will
to date.
16. Amount of Line 14 taxable at Lineal/Class A rate
(15)
17. Amount of Line 14 at Sibling rate (16) '00 X 00 = .0 0
71 stop ~- X 045 =
18. Amount of Line 14 taxable at Collateral/Class B rate C17) 3,235.41
19. Principal Tax Due X 12 =
TAX CREDITS: (1B) • 00
,_ .00 X 15 =
DATE NUMBER
-20-2011 CD01474
INTEREST/PEN PAID (-)
.00
(19)= • 00
3,235.41
~-
AMOUNT PAID
GJ~1 .
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TA YAX P MENT
BALANCE OF TAX DUE 3'235.41
INTEREST AND pEN, •00
TOTAL DUE •00
IF TOTAL DUE IS REFLECTED AS q ~~. •00
A REFUND. SEE REVERSE SIDE OF THlSEFORM FOR)INSTRUCTIONS.D~