HomeMy WebLinkAbout10-28-11 (3)p ~i ,#4}~I~-~~~ NHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES A' ""^~SEM~~~ ft~~WANCE OR DISALLOWANCE
~- DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ .~.~~J`~7I4l~~.~.~1-ND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601
~'" ` "``` f `~ ~~ `.~~ " DATE 10-18-2011
ESTATE OF SIMMONS BARBARA A
(,L~Rt( Q~ DATE OF DEATH 03-14-2011
Qt~~l-;~,~~~> ~7~,~~T FILE NUMBER 21 11-0380
GlJ~,1~;',_?~?~ ~"„"y4_} ~ 'i , PA
WILLIAM A DUNCAN COUNTY CUMBERLAND
1 IRVINE ROW ACN 101
APPEAL DATE: 12-17-2011
CA R L I S L E P A 17 013 (See reverse side under Objections )
Amount Reoitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --- ~ RETAIN LOWER PORTION FOR YOUR RECORDS F--
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REV-1547
EX AFP C12±10~ NOTICE OF INHERITANCE _ _
--------
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SIMMONS BARBARA AFILE N0 .:21 11-0380 ACN: 101 DATE: 10-18-2011
TAX RETURN WAS: CX) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF F~ETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSch~dule A) C1)
00
2. Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
CzJ ,QQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mort a es/Notes
g 9 Receivable (Schedule D) of this form with your
C4)
00
.
tax payment.
5. Cash/Bank Deposi~s/Misc. Personal Property (Schedule E) (5) 2,410.28
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedy~le G) ~7) .00
8. Total Assets
APPROVED DEDUCTIONS 'AND ce) 2.410.28
i EXEMPTIONS:
9. Funeral ExpensesXAdm. Costs/Misc. Expenses (Schedule H) ~q) 94.0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 90.34
11. Total Deductions
12. Net Value of Tax',Return (11) 684.84
13. Charitable/Govern}mental Bequests; Non-elected 9113 Trusts
(Schedule J) (12)
C13) 1,725.44
.00
14. Net Value of Estaite Subject to Tax
C14) 1.725.44
NOTE: If an assess~ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fiau~es 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 C 16) 7 . 7 ~
4L• x 045 = .
17. Amount of Line 14'at Sibling rate
C17) - 77.64
-0 0 X 12 =
.00
18. Amount of Line 14',taxeble at Collateral/Class B ra te (18) 00 15 =
19. Principal Tax Due' . X .00
TAX CREDITS:
c19)=
77.64
PAYMENT REC IPT DISCOUNT (+)
DATE NUh~BER INTEREST/PEN PAID (-) AMOUNT PAID
OL A7 7n77 rn
3.88
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDI~fIONAL INTEREST.
J
.64
TOTAL TAX PAYMENT 81.52
BALANCE OF TAX DUE 3.88CR
INTEREST AND PEN. .00
TOTAL DUE 3.88CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.