HomeMy WebLinkAbout11-23-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
A~~-~c~EMf~Aif-r -#L~OWANCE OR DISALLOWANCE
' `Sf'F;"DfA Cttb'I~S `AND ASSESSMENT OF TA:K
(' .._ _ .,
,_
pennsylvarna ; ~ '~:~~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
_ DATE 11-07-2011
'' ' -''Y ~ ~ '~ ~' ' ~ ' - ESTATE OF WILLS MARGARET E
DATE OF DEATH 08-06-2010
~'" ^';'_ ~~;- FILE NUMBER 21 10-1027
~, ~, ~;~~,,,~ I;~;T COUNTY CUMBERLAND
SAMUEL L ANDES CIJi~~ ~ ~ - `? j~,~, ACN 101
525 N 12TH ST APPEAL DATE: 01-06-2012
LEMOYNE PA 17043 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF~ WILLS
1 COURTHOUSE SQUARE
CARLISLE F'A 17013
CUT ALON_6 THIS LINE ~ RETAIN LOWER PORTION-FOR_YOUR-RECORDS_ ~-- ___________________
REV-1547 EX AFP C12-lO~DISALLOWANCENDFRDEDUCTIDNS ANDRASSESSMENTAOFOTAXCE OR
ESTATE OF: WILLS MARGARET EFILE N0.:21 10-1027 ACN: 101 DATE: 11-07-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
(2) ,Op credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) '~~ of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7,989.29
c6) .00
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) (7) .00
(B) 7 , 989 .29
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1.67 2.68
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
cll) 1,672.68
11. Total Deductions 6,316.61
12. Net Value of Tax Return C12)
00
13 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
. (14) 6,316.61
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 a nd 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: 00
00 - .00
15. Amount of Line 14 at Spousal rate C15) ,
x
16
61 x 045 =
6
284.25
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .
.
17. Amount of Line 14 at Sibling rate C17) .~0 X 12 = .00
18 Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
. (19)= 284.25
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-14-2011 CD014708 .00 284.25
10-31-2011 SBADJUST .00 1.61
TOTAL TAX PAYMENT 284.25
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
+ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTfED AS A "CREDIT" (CR), YOU MAY BE DUE ~-
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE S:[DE OF THIS FORM FOR INSTRUCTIONS.