HomeMy WebLinkAbout12-19-11~~°~ -~ _~,~P E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A~PRAIS, T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~- `-'-' ~F-D~YIW~TIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 1.7128-0601
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MARIELLE F HAVEN ESQ
STE 202
2000 LINGLESTOWN RD
HARRISBURG PA 17110-9347
Pennsylvania ;~~
DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-11)
DATE 12-19-2011
ESTATE OF ENGLE MAE M
DATE OF DEATH 03-23-2011
FILE NUMBER 21 11-0733
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 LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ENGLE MAE MFILE N0.:21 11-0733 ACN: 101 DATE: 12-19-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rea:L Estate (Schedule A) C1) •0 0 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) •00 tax payment.
5. Caslh/Bank Deposits/Misc. Personal Property (Schedule E) (5) 21,84 5.80
6. Jointly Owned Property (Schedule F) (6) .00
7. Trainsfers (Schedule G) (7) 88,891.32
8. Total Assets c8) 110 , 737.12
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~9) 12.54 7.20
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 12,547.20
12. Net Value of Tax Return X12) 98, 189.92
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J:) C13) .00
14. Net Value of Estate Subject to Tax (14) 98, 189.92
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 (15) 98, 189.92 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) -~~ X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= .00
TAX CREDITS:
P DATE T I RNUMBER I INTERS T/PEN PAID (-) I AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INbICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE~Ij~
FDR CALCULATION OF AD ITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.