HomeMy WebLinkAbout06-06-11pQ~~'MJ~1~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE9'.Z_L~.1N~1L;~.1 T, ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISION y •-~ AFB,, CTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 ~ ~
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CLERK OF
9 ORPHAN'S COURT
TERRENCE J KE48FRL.AN(J ~Q, PA
27 N FRONT ST
HBG PA 17101
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 05-23-2011
ESTATE OF GRANT FLORA R
DATE OF DEATH 12-24-2009
FILE NUMBER 21 10-0093
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-22-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ -- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRANT FLORA RFILE N0.:21 10-0093 ACN: 101 _______________
OR
DATE: 05-23-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A] C1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 2,559.85
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 177, 643.89
8. Total Assets C8) 220 , 203.74
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 7.633.00
L0. Debts/Mortgage Liabilities/Liens (Schedule I) I 10) .00
11. Total Deductions C11) 7,633.00
12. Net Value of Tax Return C12) 212,570.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 212,570.74
NOTE: If an assessment 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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 709.70.74 x 045 = 9,430.68
17. Amount of Line 14 at Sibling rate (17) _n0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 3, 000.00 X 15 - 450.00
19. Principal Tax Due C19)= 9,880.68
TAX CREDITS:
PnrneNT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
*** SUMMARY 0 ALL 05 PAYMENTS ***
03-23-2011 167.28- 10,047.96
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-24-2011 TOTAL TAX PAYMENT 9,880.68
BALANCE OF TAX DUE .00
INTEREST AND PEN. 5.67
TOTAL DUE 5.67
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.~,f~
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