HomeMy WebLinkAbout12-05-11 (2)NOT ~E OF INHERITANCE TAX Pennsylvania ~
~.
BUREAU OF INDIVIDUAL TAXES r•~-i r ~'~~~~~~*~ ~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION - QF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~t T.; ! ._: _;-~1 REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601
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1ORPH_A.N'S ~~;J~)RT
J RONALDO LEGAS~b~~~`~`' ~~-~`A`j'~' { r~ PA
320 MARKET ST
HBG PA 17101
DATE l.1-28-2011
ESTATE OF HOWLEY KATHERINE M
DATE OF DEATH 10-16-2010
FILE NUMBER 2'1 11-0077
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-27-2012
(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
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX
-
APPRAISEM _
ENT, ALLOWANCE _
----------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: HOWLEY KATHERINE MFILE N0.:21 11-0077 ACN: 101 DATE: 11-28-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE
OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2. Stocks and Bonds (Schedule B) . NOTE: To ensure proper
(2) ,Op credit to your account,
3. Closely Held StocklPartnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .
3,630.0 0 tax payment.
6. Jointly Owned Property (Schedule F) (6) 59,603.67
7. Transfers (Schedule G) (7) .00
8. Total Assets
APPROVED DEDUCTIONS AND (B) 63.233.67
EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g)__ 1.3ti .(,
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
12.
Net Value of Tax Return (11) 1,355.61
13
Charitabl
/G C12) 61,878.06
. e
overnmental Bequests; Non-elected 9113 Trusts (Schedul
J)
14
N e
C13) .00
. et Value of Estate Subject to Tax
(14) 61 , 878.06
NOTE: If an assessoent was issued previously, lines 14, 15 and/or 16
17
18
reflect figures that include the total
of ALL ,
,
a
return nd 19 will
ASSESSMENT OF TAX: s assessed to date.
15. Amount of Line 14 at Spousal rate C15) 0 0
00 =
16.
Amount of Li
14 t .
X .00
ne
axable at Lineal/Class A rate C16)
17.
Amount of Line 14 at Sibling rate -00 x 04 5 =
.00
(17) .00 X 12 =
.00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 61 , 878.06 X 15 = 9
281
71
19. Principal Tax Due ,
.
TAX CREDITS:
(19)=
9,281.71
rwrntn~ RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
01-15-2011 CD013907 464.09 9,184.
TOTAL TAX PAYMENT 9,648.65
BALANCE OF TAX DUE 366.94CR
INTEREST AND PEN. .00
TOTAL DUE 366.94CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OAF THIS FORM FOR INSTRUCTIONS.