HomeMy WebLinkAbout12-19-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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NOTICE OF INHERITANCE TAX
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f O:F DfDUCT~D AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-10)
DATE 12•-12-2011
ESTATE OF LONG ANGELA R
DATE OF DEATH 11•-10-2010
FILE NUMBER 21 10-1184
COUNTY CUMBERLAND
ACN 10:L
APPEAL DATE: 02-10-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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CUT ALONG THIS LINE _ -~ R_ETA_IN LOWER POR_TION
FOR YOUR RECORDS f-
_
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEM _
ENT, ALLOWANCE _______________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: LONG ANGELA RFILE N0.:21 10-1184 ACN: 101 DATE: 12-12-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) .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) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 37,579.00
6. Jointly Owned Property (Schedule F) ~6) .00
7. Transfers (Schedule G) C7) 1,790,965.00
8. Total assets cs) 1.828,544.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funera]. Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 33.48 6.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 22.035.00
11. Total Deductions (11) 55,521.00
12. Net Value of Tax Return C12) 1,773,023.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 15.000.00
14. Net Value of Estate Subject to Tax (14) 1,758,023.00
NOTE: If an assessment was issued previously, lines 14, 15 and/ar 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 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 .78.0 3 _ 00 x 045 = 79, 111.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate CIS) .00 X 15 - .0 0
19. Principal Tax Due C19)= 79, 111.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PA:CD
DATE NUMBER INTEREST/PEN PAID (-)
02-02-2011 CD013976 3,955.55 76,000.00
TOTAL TAX PAYMENT 79,955.55
BALANCE OF TAX DUE 844.55CR
INTEREST AND PEN. .00
TOTAL DUE 844.55CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
FOR CALCULAT]:ON OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF~ THIS FORM FOR INSTRUCTIONS.