HomeMy WebLinkAbout12-19-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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CHRISTINE W ~ELOACHE
737 OAK HILL'. DR
BOILING SPRI~JGS PA 17007-9624
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 12-19-2011
ESTATE OF WINCHESTER ANNA
DATE OF DEATH 02-04-2011
FILE NUMBER 21 11-Ob85
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 ALONG THIS LIN~-- ~ RETAIN LOWER PORTION FOR YOUR
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: WINCHESf~ER ANNA FILE N0.:21 11-0685 ACN: 101 DATE: 12-19-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) (:HANGED
APPRAISED VALUE OFIRETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 1,69 9.00 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) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,299.00
6. Jointly Owned property (Schedule F) C6) 94,928.00
7. Transfers CSchddule G) C7) 65, 166.00
8. Total Assets C8) 166 , 092.00
APPROV ED DEDUCTION$ AND EXEMPTIONS:
9. Funeral Expens@s/Adm. Costs/Misc. Expenses (Schedule H) C9) 1.8 93.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9,544.00
11. Tatal Deductions C11) 11,437.00
12. Net Value of Tdx Return C12) 154,655.00
13. Charitable/Govgrnmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Nest Value of Estate Subject to Tax (14) 154,655.00
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) 14.655.00 X 045 = 6,959.48
17. Amount of Line 14 at Sibling rate (17) •~~ X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .00
19. Principal Tax Due C19)= 6,959.48
TAX CREDITS:
PAYMENT I RECEIPT I DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-10-2011 C 014829 .00 6,959.48
TOTAL TAX PAYMENT 6,959.48
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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