HomeMy WebLinkAbout12-19-11~~-r ~~_ CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APf/lt~-I~ M 7, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ` ' OF 1},~~.t~TIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17126-0601
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PATRICIA C ZUICKER ESQ ` ~~
STE 101
1035 MUMMA RD'
WORMLEYSBURG PA 17043-1147
Pennsylvania .:
DEPARTMENT OF REVENUE
REY-1547 IX AFP C12-11)
DATE 12-19-2011
ESTATE OF GREGORY C EDWARD
DATE OF DEATH 09-03-2010
FILE NUMBER 21 11-0566
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
CUT ALON_6 THIS LINE -----) RETAIN LOWER PORTION FOR
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REV-1547 EX AFP C12+11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: GREGORY C EDWARD FILE N0.:21 11-0566 ACN: 101 DATE: 12-19-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF ~ETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchladule A) C1) 253,900.00 NOTE: To ensure proper
2. Storks and Bonds,CSchedule B) (2) ,00 credit to your account,
3. Closely Held Stork/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes keceivable (Schedule D)
I4)
.00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,049.99
6. Jointly Owned Property (Schedule F) ~6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets C8) 254 , 949.99
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 9.887.00
10. Debts/Mortgage LQabilities/Liens (Schedule I) (10) .00
11. Total Deductions. (11) 9,887.00
12. Net Value of Tax'. Return C12) 245, 062.99
13. Charitable/Goverrt~mental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to lax (14) 245, 062.99
NOTE: If' an assesslment 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) 244,013.00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _ 1 .049 _ 99 x 045 = 47.25
17. Amownt of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due C19)= 47.25
TAX CREDITS:
rwrntn~ REREIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-10-2011 CDO 4831 ~~_ ~~ ~,
TOTAL TAX PAYMENT 47.25
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
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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