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HomeMy WebLinkAbout12-19-11NOTICE OF INHERITANCE TAX n ~r - suREau of INDIVIDUAL TaxES APPRA~$ME~{T, At<sQWA~E OR DISALLOWANCE pC'11115~/LVal1~a ~ '~` INHERITANCE TAX DIVISION OF DE~I~CTIOf~S- .AND ~4SSESSMENT OF T,AX DEPARTMENT OF REVENUE PO BOX 260601 REV-1547 EX AFP (12-10) HARRISBURG PA 17128-0601 ' ' _. „ ~; •v; a ~ E r. ~AI-TE 12-12-2011 'E''~TATE OF SIMPSON MARY R ~,~ ~, ,,~ DATE OF DEATH 02-10-2011 Q~{~~'' E~ 7 FILE NUMBER 21 11-0512 JOHN M SIMPSON ' ~; r ~ ~ ~.,1~,'t~~ COUNTY CUMBERLAND Ct,~,,,~, _, . sou ACN :L O1 200 W MAIN ST APPEAL DATE: PO BOX 15 02-10-2012 (See reverse side under Objections) NEWBURG PA 17240 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF~ WILLS 1 COURTHOUStE SQUARE CARLISLE F'A 17013 CUT-ALONG-THIS-LINE-- _ --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-- --- ----- ---- REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR --------------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: SIMPSON MARY RFILE N0.:21.11-0512 ACN: 101 DATE: 12-12-2011 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) ~1)---~ .00 NOTE: To ensure proper C2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3)~_ 00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) of this form with your C4) ~ DO tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4_,012.91 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) ~7) - UO 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: ce) 4.012 91 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)-- 9 86 10. Debts/Mortgage Liabilities/Liens (Schedule I) clo) 149.71 11. Total Deductions 12• Net Value of Tax Return C11) 5,389.57 13. Charitable/Governmental Bequests; Non-elected 9113 Tr t C12) 1,376.66- us s 14. Net Value of Estate Subject to Tax (Schedule J) (13) .00 NOTE: If an assessment was issued previously, lines 14 15 c14) 1,376 66- reflect figures that include the tot l , and/or 16, 17, 18 and 19 will a of ALL ASSESSMENT OF TAX: returns asses sed to date. 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 00 = .00 17. Amount of Line 14 at Sibling rate ~~ x 045 = .00 cln 18. Amount of Line 14 taxable at Collateral/Clas B no x 12 = .00 s rate C18) 19. Principal Tax Due .00 x 15 = .00 TAX CREDITS: C19)= .00 PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN.I .OD * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL DUE I .00 IF TOTAL DUE IS REFLECTED. AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE Of= THIS FORM FOR INSTRUCTIONS.