HomeMy WebLinkAbout12-19-12NOTICE OF INHERITANCE TAX enns lvania ..
,~~PRAISEM~NT, ALLOWANCE OR DISALLOWANCE ~ ~ ~ ~~
BUREAU OF INDIVIDUAL TAXES ~`! ~ f '-`_ i :f . ~C DEPARTMENT OF REVENUE ~
INHERITANCE TAX DIVISION ~~'- ~~ .OF DE~U4~TEL'ONS AND ASSESSMENT OF TAX REV-1547 IX AFP (12-10)
PO BOX 280601 ~ , ,,`
HARRISBURG PA 17128-0601 r _ ., ~_;,~:
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JOSEPH D KERWIN Ci~~r'n ' : , r ,~ , ~~
4245 STATE ROUTE 209
ELIZABETHVILLE PA 17023
DATE 12-12-2011
ESTATE OF BURRELL JEAN C
DATE OF DEATH 11-18-2010
FILE NUMBER 21 10-1185
COUNTY CUMBERLAND
ACN 10:L
APPEAL DATE: 02-10-2012
(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 _ ---) R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ________ _
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BURRELL JEAN (FILE N0.:21 10-1185 ACN: 101 DATE: 12-12-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) .00
cz) .00
c3) .00
c4) .00
c5) 251 , 278.19
c6) .00
to .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) _ 251.278.19
fig) 10.770.9
clo)_ 10.055.69
11. Total Deductions
cll)
20,826.64
12. Net Value of Tax Return C12) 230,451.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax. (14) 230 , 451 .55
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 (15) .DO X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _ 20.451 .SS X 045 = 10,370.32
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due C19)= 10,370.32
TAX CREDITS:
~•+*^c^' '<t~-tire DISCOUNT C+) (-
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-10-2011 DA012544 518.52 10,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 10,518.52
BALANCE OF TAX DUE 148.20CR
INTEREST AND PEN. .00
TOTAL DUE 148.20CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.