HomeMy WebLinkAbout10-28-11 (3)~{"f~'~`.~', ~aTI~"~' :INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES A~P~~AIS~41E1'47',;,~~OWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION IMF' •D~DU'BTION JAND ASSESSMENT OF 'TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601
WAYNE F SHAD
53 W POMFRET ST
CARLISLE ',
DATE 10-18-2011
C~E~~+,~F ESTATE OF BOBB DAVID C
~+ ~~~~'~"~~~ v~~-~~~ FILE NUMBERTH 21 10-1088
li«~~ 1`'~' ,llj ('1 F4, COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-17-2011
PA 17013 - 3217 (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 -~--)--RETAIN-LOWER-PORTION-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: BOBB DAVID (FILE N0.:21 10-1088 ACN:
101 DATE: 10-18-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF ETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSch dine A)
2. Stocks and Bonds [Schedule B)
3. Closely Held Sto k/Partnership Interest [Schedule C)
4. Mortgages/Notes receivable [Schedule D)
5. Cash/Bank Deposi s/Misc. Personal Property (Schedule E)
6. Jointly Owned Pr petty [Schedule F)
7. Transfers [Schedule G)
8. Total Assets I-
APPROVED DEDUCTIONS ~ND EXEMPTIONS:
9. Funeral Expenses/ dm. Costs/Misc. Expenses [Schedule H)
10. Debts/Mortgage Liabilities/Liens [Schedule I)
C1) 'DO NOTE: To ensure
proper
C2) .00 credit to your account,
C3) DO submit the upper portion
of this form with your
C4) ' 00 tax payment.
C5) 3, 945.48
c6) 282.01
c7) .00
cB) 4.227 49
C9) 77.0 1 61
clo) 00
11. Total Deductions l
12. i
Net Value of Tax
eturn
C11)
12,021.61
13. Charitable/Govern ental Bequests; Non-elected 9113 Tru
t 3~
[ 7,794.12-
14. Net Value of Esta a Subject to Tax s
s Schedule J) C1 .00
NOTE:
If an assess
ent was issuedprevfously
li c14) 7.794 12-
reflect figu ,
es that include the tot
l nes 14,
~
7
t
and 19 will
ASSESSMENT OF TAX: a of ALL returns assessed
to
d
o
15. Amount of Line 141 st Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rat '00 X 00 = .00
17. Amount of Line 14 e
at Sibling rate C16) nn x 045 = .00
18.
Amount of Line 14
taxable at Collateral/Cl C17)_ nn x 12 = .00
19.
Principal Tax Due ass B ra te (18)
• 00 X 15 =
. 00
TAX CREDITS: c19)= .00
DATE
L1s000NT (+)
INTEREST/PEN PAID (-) AMOUNT RAID
i
I~~
* IF PAID AFTER DATE INDIC TED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D~,~E~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. DI