HomeMy WebLinkAbout12-05-11 (4)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX pIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
LINWOOD RICHARIpSON
327 WEST NOTH STREET
CARLISLE PA
NOTICE OF INHERITANCE TAX
APPRAISEMENT, AL WANCE OR DISALLOWANCE
~:~1~;,~~H_UC'.T.`llOiNo~D ASSESSMENT OF TAX
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Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 11-28-2011
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~_ . ~;~~ -~ ~'~~ ~~ ~ ESTATE OF RICHARDSON TONIA M
DATE OF DEATH Ob-29-2011
CiLLflf\ ~r FILE NUMBER 2a 11-0754
~RPHAr' ~ ~Qy~~T COUNTY CUMBERLAND
~„-' ~' ~ ,,! n• ` ~;1 ~A• ACN 101
CUPv~-""~ ~'f APPEAL DATE: 01-27-2012
17 013 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE P•A 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: RICHARDSON TONIA MFILE N0.:21 11-0754 ACN: 101 DATE: 11-28-2011
TAX RETURN WAS: C 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) .00 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .00
(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) (5) 6,4 00.00
6. Jointly Owned Property (Schedule F) (6) 515, 000.00
7. Transfers CSchedu~e G) (7) .00
(8) 61,400.00
e. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 6.54 7.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 33,000.00
C11) 39,547.00
11. Total Deductions 21,853.00
12. Net Value of Tax iReturn (12)
13. Charitable/Governimental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 21,853.00
NOTE: If an assessl-ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ffguhes that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 21,853.00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 1W taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal lax Due (19 )= .00
TAX CREDITS:
PAYMENT RE EIPT DISCOUNT C+) AMOUNT PAID
DA TE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL. DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE~UE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS J