HomeMy WebLinkAbout11-23-11OTICE OF INHERITANCE TAX
~-'"",.AP'~Rib,~- P~IENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TA)fES' `, ,~
INHERITANCE TAX DIVISION ' ' ; DF "D~'pUCTIDNS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601
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TRICIA D NAYLQR ,ESQ ,, •. ~_ ~ ~11~
19 W SOUTH STk
CARLISLE PA 17013
Pennsylvania ~~~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 11-14-2011
ESTATE OF CLIFFORD MARIE A
DATE OF DEATH ID8-20-2009
FILE NUMBER 21 09-0900
COUNTY CUMBERLAND
ACN :L O 1
APPEAL DATE: 01-13-2012
(See reverse side under Objections )
Amount Remittecl
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER 01= WILLS
1 COURTHOUSE SQUARE
CARLISLE f'A 17013
CUT ALONG THIS LINE _ -~1 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: CLIFFORD MARIE AFILE N0.:21 09-0900 ACN: 101 DATE: 11-14-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) ~1) 215, 000.00
2. Stocks and Bonds (Schedule B) 12) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 28,4 62.00
6. Jointly Owned Property (Schedule F) ~6) .00
7. Transfers (Schedule G) ~7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets cB) 243,462.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 62.699.24
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions X11) 62,699.24
12. Net Value of Tax Return ~1P) 180,762.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 2,367,563.47
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 2.367.x,63.47 x 045 = 106,540.35
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - ,QO
19. Principal Tax Due c19)= 106,540.35
TAX CREDITS:
rw,ncn~ rct~ttri DISCOUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-19-2009 CD012007 5,327.02 108,000.00
TOTAL TAX: PAYMENT 113,327.02
BALANCE OF TAX DUE 6,786.67CR
INTEREST AND PEN. .00
TOTAL DUE 6,786.67CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.