HomeMy WebLinkAbout12-19-11-+ A pRI~kIS~ TICE OF INHERITANCE TAX Pennsylvania ~~i
BUREAU OF INDIVIDUAL TAXES r(.~ ~ ~ 9`~
,~ ~YILLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF .DEDUC~I@NS AND ASSESSMENT OF TpX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601 "'
.j ~ ,. w, 1 ~ i i :~ ~~ ~ U DATE
:L2-19-2011
ESTATE OF DICK PRESTON L
~~ n~-
C~~~ ~ DATE OF DEATH 01- 31- 2011
~.
o~~~, ~ ~ c~
~nr FILE NUMBER i'1 11-0162
.
ROBERT G FREY ~',~ I'~",~~~ t', C ,^n p~ COUNTY CUMBERLAND
5 S HANOVER ST ACN 101
C A R L I S L E P A 17 013 - 3 3 0 7 APPEAL DATE: 02-17-2012
(See reverse ,side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGIST
ER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~--~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
--------------------------------------------------
REV-1547 EX AFP
(12-11) NOTICE OF INHERITANCE
DISALLOWANCE
---------------------------
TAX APPRAISEMENT, ALLOWANCE OR
OF DEDUCTIONS AND ASSESSMENI' OF TAX
ESTATE OF: DICK
PRESTON LFILE N0 .:21 11-0162 ACN:
101 DATE: 12-19-2011
TAX RETURN WAS: C X) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) (1) 60,000.00 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C) (2) .00 credit to your account,
submit the
4. Mortgages/Notes Receivable (Schedule D) upper portion
(3) .00
of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Sched 00 tax payment.
ule E) (5) 4 8,202
6. Jointly Owned Property (Schedule F) .
7. Transfers (Schedule G) (6) .00
c7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 108.202 00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y)
10. Debts/Mortgage Liabilities/Liens (Schedule I) ); 0 1 00
(10) .00
11. Total Deductions
12• Net Value of Tax Return (11) 13,051.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 95,151.00
14. Net Value of Estate Subject to Tax .00
c14) 95
NOTE: If an assessment was
issued previously, lines
14
15 .151 00
reflect figures that
include the tot
l ,
and/ar 16, 17, 18 and 19 will
ASSESSMENT OF TAX: a
of ALL returns assessed to date .
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate (15) '00 X 00 = .00
17. Amount of Line 14 at Sibling
rate (16) __ 9 .1~) nn X 045 = 4,281.80
18. Amount of Line 14 taxable at
Collateral/Class B rate (ln
(18) _ nn x 12 =
00 .00
19. Principal Tax Due X 15 =
• . 00
TAX CREDITS: (19)= 4,281.80
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PA:[D
08-10-2011 CD014827
.00
4,281.80
TOTAL TAX PAYMENT
4,281.80
BALANCE OF TAX DUE
.00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE R EVERSE
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
A YOU MAY BE DUE
REFUND. SEE REVERSE SIDE OF THIS FORM FOR I
N STRUCTIONS.