HomeMy WebLinkAbout01-03-12NOTICE OF INHERITANCE TAX
kpPR~1,~SEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL'-~TA~ES ~ t ~y//
INHERITANCE TAX DIVISION '" '"0 ,~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601 ''`'~
., ,
EDMUND G ~~ ~ '~'•~ ~(~ ~?~~,
301 MARKET ST
PO BOX 104
LEMOYNE PA 17043-0109
~~
pennsylvania.r ~~-
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 12-26-2011
ESTATE OF WILLIS ADA C
DATE OF DEATH 11-14-2010
FILE NUMBER 21 10-1253
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-24-2012
(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 E~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILLIS ADA (FILE N0.:21 10-1253 ACN: 101 DATE: 12-26-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 110,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
264,325.81
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5,794.24
6. Jointly Owned Property (Schedule F) (b) .00
7. Transfers (Schedule G) (7) 339,274.66
8. Total Assets (B) 719,394.71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 53,000.4 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,319.11
11. Total Deductions C11) 57,319.58
12. Net Value of Tax Return (12) 662,075.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1,000.00
14. Net Value of Estate Subject to Tax (14) 661 , 075.13
NOTE: If an assessment was issued previously, li nes 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) .00 X 00 = .00
lb. Amount of Line 14 taxable at Lineal/Class A rate C16) 6b1.075.13 X 045 = 29,748.38
17. Amount of Line 14 at Sibling rate c17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 29,748.38
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-09-2011 CD014001 1,421.05 27,000.00
08-11-2011 CD014845 .00 1,327.33
TOTAL TAX PAYMENT 29,748.38
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
t