HomeMy WebLinkAbout12-05-11r ~ , ;~• MOT~C~~~(~,FNHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES AAT$EM'EN'~, `/~'t y WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION O'~_D~I3t1'CTIDbISi_.y1ND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601
BRADLEY L GRIFFIE
200 N HANOVER ST
CARLISLE
;~'` ~`"" _, ~~~~ w` '^^`~ DATE 11-28-2011
ESTATE OF ALEXANDER HELEN H
~il~{~'C( L,C DATE OF DEATH 10-25-2010
QRPH~;I~! ~ ~ n" i'~T
~, ,,;,~~,, i FILE NUMBER 21 10-1117
C~~~'~"`-~ ' `'~ ~~ f,{~ PA COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-27-2012
PA 17013 (See reverse side under Objections)
Anount Re®ftted
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 •--
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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: ALEXANDER HELEN HFILE N0.:21 10-1117 ACN: 101 DATE: 11-28-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VA
LUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2. Stocks and Bonds [Schedule B)
~2) .
4 3,756.38 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
c4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
C5) .
3,233.19 tax payment.
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) ~7) .00
8. Total Assets
APPROVED DEDUCTIONS AND E c8) 46.989.57
XEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 7.99 7.09
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.799.88
11. Total Deductions
12.
Net Value of Tax Return C11) 19,796.97
13
Ch
it
bl C12) 27, 192.60
. ar
a
e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14 C13) .00
. Net Value of Estate Subject to Tax
(14) 27,192.60
NOTE: If an assessatent was issued previously, lines 14, 15 and/or 16
17
18
reflect figures that include the total
of ALL ,
,
returns assessed to date and 19 will
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 C16) 77.1 97
60 x 045 = .
17
Amount of Li _ 1 , 223.67
. ne 14 at Sibling rate C17)
-00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 = 00
19. Principal Tax Due .
TAX CREDITS: C19)= 1 , 223.67
'~-"--' I L1Jl,UUNI Ct)
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 12-13-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 1,223.67
INTEREST AND PEN. 14.15
TOTAL DUE 1,237.82
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.