HomeMy WebLinkAbout11-23-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
WILLIAM A DUNCAN
1 IRVINE ROW
CARLISLE
~~~' ~ ~ N4r;~E..QF INHERITANCE TAX
~APPRAI,S~ME1~lT', ~,A'LLOWANCE OR DISALLOWANCE
OF ~EDUCT'IOHS AND ASSESSMENT OF TAX
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PA 17013
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DEPARTMENT OF REVENUE ! ~~
REV-1547 IX AFP C12-10)
DATE 11-07-
ESTATE OF 2011
DATE OF BARNES
DEATH 12-20- ZELDA M
FILE NUMBER 2010
COUNTY 21 11-0003
ACN CUMBERLAND
APPEAL DATE:
(See reverse side unde~ Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT P
REGISTER OF WILLS AYMENT T0:
1 COURTHOUSE SQUARE
CUT ALON_G_ THIS CARLISLE pq
REV-1547 - _~INE----- y R_ETA__IN_-LOWER PORTION___F_OR YOUR 17013
EX AFP (12-10) NOTICE OF ------------
DISALLOWANCENOFRITANCE TAX '- RECORDS ~
ESTATE OF: BARNES DEDUCTIONS APPRAISEMENT, ALLOWANCE OR
ZELDA AND ASSESSMENT OF TAX
MFILE N0.:21 11-
TAX RETURN WAS; 0003 ACN:
APPRAISED VALUE OF (X) ACCEPTED 101 DATE: 11-07-
RETURN BASED AS FILED 2011
1 • Real Estate ON: ORIGINAL RETURN ( ) CHANGED
(Schedule q)
2• Stocks and Bonds (Schedule B)
3• Closer (1) 53, 000.00
Y Held Stock/Partnershi NOTE: To
4. Mort p Interest (Schedule C) C2) ensure proper
sages/Notes •0 0 credit to your
5. Cash/Bank De Receivable (Schedule D) (3) account,
Posits/ .00 submit the upper portion
6• Jointl Misc. Personal Propert (4) of this
y Owned pro y (Schedule (5) •00 form with your
7. Transfers CSchedulerG) (Schedule F) E) 10,229, 11 tax payment.
(6) 13, 290.69
8- Total Assets
APPROVED (~) . 00
DEDUCTIONS AND EXEMPTIONS:
9• Funeral Expenses/Adm, Costs/Misc. (8)
10. Debts/Mort Expenses (Schedule H) 76 519.$0
gage Liabilities/Liens (Schedule I)
(9)_ 14 ? 0 6
11. Total Deductions (10)
12. Net Value of Tax 56 140.03
13. Charitable/Governmental Be
quests; (11) 70,350.67
14. Net Value of Estate Subject to Tax Non-elected 9113 Trusts (Schedule J)
c1z) 6,169.13
NOTE: If an assessment (13)
was issued C14) • 00
reflect figures previously, lines 6 169.13
ASSESSMENT pF that include the to 14, 15 and/or
TAX: tar of A~ r 16, 17, 18 and
15. Amount of Line 14 eturns 19 will
16. Amount of at spousal rate assessed to date.
Line 14 taxable at Lineal/Class A (15)
1~• Amount of Line 14 at Siblin rate •00 X 00 =
18. Amount of 9 rate (16) .00
Line 14 taxable at Collateral/Class (17) X 045 =
19. Principal Tax Due X 12 277.61
TAX CREDITS: B rate (lg) .00
PAYMENT ' 00 X 15 =
RECEIPT (19)= ' 00
DATE DISCOUNT (+) 277 • 61
07-j5_ NUMBER INTEREST/pEN p
2011 CD014713 AID (-) AMOUNT PAID
TOTAL TAX PAYMENT
BALANCE OF TAX DUE 277'61
INTEREST AND pEN, •DO
IF PAID AFTER DATE INDICATED, roraL DUE • 00
FOR CALCULATION OF SEE REVERSE
ADDITIONAL INTEREST. IF T07AL DUE IS •OO
A REFUND. SEE REVERSECSIDEAOFA ~~CREDIT~~
THIS FORM FOR) YOU MAY BE Dl
INSTRUCTIONS.