HomeMy WebLinkAbout06-06-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TdQi!J~l) ~r MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~'~n~;:•;r-,~ ,~ DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ! ~t.~,~+V ~t.~ '~;i ti, k ~l
HARRISBURG PA 17128-0601
~~' ~ i JUN -6 Pr'i 12~
Ci.ERK CF
~PHAIV'S COURT
C RA I G A HA,B~~L.~'dD CO., PA
STE 100
1310 MUMMA RD
LEMOYNE PA 17043
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 05-23-2011
ESTATE OF HOWARD ROBERT A
DATE OF DEATH 06-27-2010
FILE NUMBER 21 10-0732
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 ALONG THIS LINE _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS !-- _ _______________
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOWARD ROBERT AFILE N0.:21 10-0732 ACN: 101 DATE: 05-23-2011
TAX RETURN WAS: CX) 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) 8 0,8 32.0 0 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 33,28 0.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 52, 017.00
8 Total Assets c8) 166:129.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 30,069.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,336.00
11. Total Deductions (11) 37,405.00
12. Net Value of Tax Return C12) 128,724.00
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) C13) .0 0
14 Net Value of Estate Subject to Tax (14) 128,724.00
.
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 date .
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 C16) 1?R.7~4_n0 x 045 = 5,793.00
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 = .00
19. Principal Tax Due C19)= 5,793.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
09-27-2010 CD013434 263.16 5,000.00
03-21-2011 CD014153 .00 543.00
TOTAL TAX PAYMENT 5,806.16
BALANCE OF TAX DUE 13.16CR
INTEREST AND PEN. .00
TOTAL DUE 13.16CR
~ 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 INSTRUCTIDNS~ ,^,