HomeMy WebLinkAbout01-03-12NOTICE OF INHERITANCE TAX
r APPRAIS~MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES r`-~ i -
INHERITANCE TAX DIVISION - OF DEDiTl~~IONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 .+
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 12-26-2011
ESTATE OF RAMOND MICHELINE G
DATE OF DEATH 03-20-2011
FILE NUMBER 21 11-0433
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 t'-
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE Of: RAMOND MICHELINE GFILE N0.:21 11-0433 ACN: 101
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OR
DATE: 12-26-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 15 7,500.00 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) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1 5,008.b1
6. Jointly Owned Property (Schedule F) c6) 4 0.37
7. Transfers (Schedule G) (7) 421 , 056.38
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
cB) 593,605.36
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 39.692.4 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8.94 9.35
11. 7ota1 Deductions C11) 48,641.80
12. Net Value of Tax Return C12) 544,963.56
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 544 963.56
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) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 544.963.56 x 045 = 24,523.36
17. Amount of Line 14 at Sibling rate C17) _00 X 12 - .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 .00
19. Principal Tax Due cl4)= 24,523.36
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
06-08-2011 CD014552 1,105.26 21,000.00
OS-12-2011 CD014837 .00 2,418.13
TOTAL TAX PAYMENT 24,523.39
BALANCE OF TAX DUE .p3CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* 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.
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