HomeMy WebLinkAbout12-19-11BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
EDMUND G MYE ' `,f ~'~.
301 MARKET ST
PO BOX 109
LEMO~YNE PA 17043-0109
NOTICE OF INHERITANCE TAX
~' ~ :APPRAi~NT, ALLOWANCE OR DISALLOWANCE
TnxE's .._'. OF' DEDUCTIONS AND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 12-19-2011
ESTATE OF YORK MARIA C
DATE OF DEATH 02-12-2010
FILE NUMBER 21 10-0224
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-17-2012
(See reverse ,side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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-~ R_ETA_IN LOWER POR_TION_ FOR
CUT ALONG THIS LINE YOUR RECORDS ~- _ _______________
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPR AISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: YORK MARIA (FILE N0.:21 10-0224 ACN: 101 DATE: 12-19-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 19 3,107.60 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) C2) .00 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0D tax payment.
5. Cash./Bank Deposits/Misc. Personal Property (Schedule E) C5) 479,733.17
6. Jointly Owned Property (Schedule F) C6) 59.78
7. Transfers (Schedule G) C7) 77, 686.63
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
C8) 750,587.18
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 53. 612.08
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 13, 529.27
11 Total Deductions (11) 67, 141 .35
.
12. Net Value of Tax Return C12) 683,445.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 683,445.83
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 C15) .00 X 00 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 683. 445.83 x 045 = 30,755.Ob
17. Amount of Line 14 at Sibling rate C17) -00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
14. Principal Tax Due C19)= 30,755.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-12-2010 CD012743 1,052.63 20,000.00
08-08-2011 CD014822 227.33- 9,932.10
TOTAL TAX PAYMENT 30,757.40
BALANCE OF TAX DUE 2.34CR
INTEREST AND PEN. .00
TOTAL DUE 2.34CR
* 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.