HomeMy WebLinkAbout12-19-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~S~ . ~PPRA~SEMENLT;~~ALLOWANCE OR DISALLOWANCE
INHERITANCE 7AX DIVISION ~ ~ ~ OF ~ DEDU~`f~ONS AND ASSESSMENT OF TAX
PO BOX 260601 ,
HARRISBURG PA 17126-0601 '~~
:t . ~
~ {,J
MARLIN R MCCALEB C~ II,I~`''= ' , _ '` ,' , pA
PO BOX 230
219 EAST MAIN STREET
MECHANICSBURG PA 17055
pennsylvarna ;~ ~ ~-
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 12-12-2011
ESTATE OF DETWEILER CHARLES E
DATE OF DEATH 01-27-2011
FILE NUMBER 21 11-0137
COUNTY CUMBERLAND
ACN :L O 1
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 P'A 17013
CUT ALONG THIS LINE ---) RETAIN LOWER PORTION FOR YOUR
-------------------------------------------
REV-1547 RECORDS ~
-------
EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEME
DISALLOWANCE
NT,•ALLOWANCE _ _
--------------
OR
OF DEDUCTIONS AND ASSESS
ESTATE OF: DETWEILER MENT OF TAX
CHARLES EFILE N0.;21 11-0.137 ACN: 101 DATE: 12-12-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHAWGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) .00 NOTE: To ensure proper
3. Closely Held Stock/Partner
hi
C2) •00 credit to your account,
s
p Interest (Schedule C)
C3)
4. Mortgages/Notes Receiv
bl •00 submit the upper portion
a
e (Schedule D) of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6 9,11 2
35 tax payment.
6. Jointly Owned Property (Schedule F) .
7. Transfers (Schedule G) C6) .00
c7) 55,441.72
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 124.554 07
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 1
(9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) ~ 9~
8 ;,
clo) 4i
205 52
11. Total Deductions •
12• Net Value of Tax Return C11) 22,517.45
13. Charitable/Governmental Bequests; Non-elected 9113 Tru
t C12) 10 2,036.6 2
s
s (Schedule
14. Net Value of Estate Subject to Tax J)
C13) •00
NOTE: If an assessment was issued previously, lines 14
1 c14) 102, 036 62
,
5 a
reflect figures that include the total
f nd/or 16, 17, 18 and 19 will
o
ALL returns
ASSESSMENT OF TAX: assessed to d ate.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate (15) "~~ X 00 = .00
c16)_
17. Amount of Line 14 at Sibling rate ~n x 045 = .00
cln_ nn x 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 102
036
6 .00
,
19. Principal Tax Due .
2 X 15 =
,
15 305.49
TAX CREDITS: c19)= 15,305.49
"""`~' DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-27-2011 CD014362
08-05-2011 CD014807 394.74 7,600.00
.00 7,410.75
TOTAL TAX PAYMENT
15,305.49
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.