HomeMy WebLinkAbout06-06-11NOTICE OF INHERITANCE TAX Pennsylvania ~
P~Cv~t~ ~~'RT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXE C('V C DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION CTIONS AND ASSESSMENT OF TAX
~;k`t 4 REV-1547 EX AFP (12-10)
PO BOX 260601 ~"~ r:~
HARRISBURG PA 17128-0601 ~!~~~'t~ t `'~ ~ ; ~ ~ ~~~~
tfl` I JUG -o ('PA !2~ f ~-
CLERK OF
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JOE L R Z U L L I N~9M8ER(~N~ (;Q,
STE 200
14 N MAIN ST
CHAMBERSBURG PA 17201
DATE 05-23-2011
ESTATE OF HARRIS HARRIET D
DATE OF DEATH 06-26-2010
FILE NUMBER 21 10-0675
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 F~ _ ________
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HARRIS HARRIET DFILE N0.:21 10-0675 ACN: 101 DATE: 05-23-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) cl) 107,000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) c2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
.00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2,5 20.9 7
6. Jointly Owned Property (Schedule F) c6) 29,731.22
7. Transfers (Schedule G) (7) .00
8. Total Assets ce) 139,252.19
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) cq) 16, .9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.738.97
11. Total Deductions
cll)
19,274.89
12. Net Value of Tax Return (12) 119,977.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts cSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 119,977.30
NOTE: If an assessment was issued previously,
reflec t figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
09-20-2010 CD013382 247.50
03-14-2011 CD014137 .00
05-16-2011 SBADJUST .00
C15) .OO X
c16) 1 1 9.977. ~0 X
(17) .00 X
c18) . 00 X
AMOUNT PAID
00 - .00
045 = 5,398.98
12 = .00
15 = .00
c19)= 5,398.98
,702.50
448.96
.02
TOTAL TAX PAYMENT 5,398.98
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ 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~.,tf~~