HomeMy WebLinkAbout12-19-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~~ `t APPRAISEM ,fr_ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX Drv1s1DN OF DED~JONS AND ASSESSMENT OF TAX
PO BOX 280601 ,
HARRISBURG PA 17128-0601
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
», I ~ ~ t~+. r° DATE 12-19-2011
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ESTATE OF SIEG MARTHA L
r,~~-r.{,, ~,^ DATE OF DEATH 08-04-2010
` '~ FILE NUMBER 21 10-0836
t; r' ~ ~ J~`~'~~? COUNTY CUMBERLAND
RONALD P SIEG C~, _. `.; ..: , , `, ~,~
ACN 101
3737 SHARON ST APPEAL DATE: 02-17-2012
HARRISBURG PA 17111-1949 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE __-_ -• R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f- _ ___________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SIEG MARTHA LFILE N0.:21 10-0836 ACN: 101 DATE: 12-19-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) (:HANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate [Schedule A) C1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
I4)
276 264
33 of this form with your
~
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property [Schedule E) (5) 81,416.3 7
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets c8) 357,680.70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) Cg) 7.7 8.64
10. Debts/Mortgage Liabilities/Liens [Schedule I) (10) 1.723.56
11. Total Deductions C11) 9,482.20
12. Net Value of Tax Return C12) 348, 198.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) C13) 1.000.00
14. Net Value of Estate Subject to Tax C14) _ 347, 198.50
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 C16) 349.1 98 _ ~0 x 045 = 15, 398.93
17. Amount of Line 14 at Sibling rate C17) x.000.00 X 12 = 600.00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due C19)= 15,998.93
TAX CREDITS:
YAYMtNI RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-03-2010 CD 13586 799.95 18,400.00
TOTAL TAX PAYMENT 19,199.95
BALANCE OF TAX DUE 3,201.02CR
INTEREST AND PEN. .00
TOTAL DUE 3,201.02CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.