HomeMy WebLinkAbout12-05-11 (2)
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"~ll~Pf-{RAIIS~WE~MI .s~-ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~; ~~F ~3EDUC`f,~1S AND
" ASSESSMENT OF TAX REY-1547 EX AFP C12-10)
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INHERITANCE TAX DIYISION r
PO BOX 280601
HARRISBURG PA 17128-0601
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~ DATE 11-28-2011
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_~. ESTATE OF BEARD EDITH J
C~~~~ ~~- DATE OF DEATH 01-22-2011
0~~~~~~'~ ~nl,j~ i FILE NUMBER 21 11- 0185
C~~~3~~~i ~p,~ !~,°~; P~ COUNTY CUMBERLAND
SUSAN B EVANS ACN 101
APPEAL DATE: 01-27-2012
204 FRIAR CT (See reverse side under Objections
MECHANICSBURG PA 17050
Asount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
6 THIS LINE ~ RETAIN LOWER POR
CUT ALON TION_FOR_YOUR_RECORDS_ ~ ___________________
_
REV-1547 EX AFP (12-10)
R
N RASSESSMENTAOFOTAXCE OR
DEDUCTIONS AND
OF
DISALLOWANCE
ESTATE OF: BEARD EDITH JFILE N0 .:21 11-0185 ACN: 101 DATE: 11-28-2011
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
257,500.00 NOTE: To ensure proper
1. Real Estate (Schedule A) C1)
credit to your account,
2,624.03
2. Stocks and Bonds (Schedule B) c2)
00 submit the upper portion
Closely Held Stock/Partnership Interest (Schedule
3 .
C) C3) of this form with your
.
Mortgages/Notes Receivable (Schedule D)
4 (4) •00 tax payment.
.
22,172.42
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
5
. 32,758.00
(6)
6. Jointly Owned Property (Schedule F) 23,874.83
7. Transfers (Schedule G)
c7)
c8) 338.929.28
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 48.637.9 2
10 Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
48,637.92
Cu)
11. Total Deductions 290,291.36
C12)
12. Net Value of Tax Return
(13) .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 2 90.291.36
14. Net Value of Estate Subject to Tax C14)
NOTE: If an assessoent 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: ,p0 X 00 = .00
15. Amount of Line 14 at Spousal rate C15)
36 x 045 =
291
290
13, 063.11
16 Amount of Line 14 taxable at Lineal/Class A rate C16) .
.
.
17. Amount of Line 14 at Sibling rate C17) _00 X 1 2 = .00
00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 =
cly)= .
13,063.11
19. Principal Tax Due
TAX CR EDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-14-2011 CD015064 .00 3,038.16
11-17-2011 CD015219 .O1- 10,024.96
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-18-2011 TOTAL TAX PAYMENT 13,063.11
BALANCE OF TAX DUE .00
INTEREST AND PEN. 21.36
TOTAL DUE 21.36
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~-
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.`~'i
_~
REV•1470 EX (01-101
• ~ ~:: pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S NAME Edith J Beard
REVIEWED BY Yvonne Bricker
ITEM
SCHEDULE NO.
INHERITANCE TAX
EXPLANATION
OF CHANGES
EXPLANATION OF CHANGES
A ~ 1 ~ Accepted revised return.
H-B ~ 7,8,9 ~ Accepted revised return.
Row
LE NUMBER
2111-0185
vN 101
Paae 1