HomeMy WebLinkAbout01-03-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES. APPRAI,.ISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,-} i OF ',L4EQI/CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ,~
HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-11)
DATE 12-26-2011
ESTATE OF CALLAGHAN VELMA C
DATE OF DEATH 05-04-2011
FILE NUMBER 21 11-0627
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 F--'
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CALLAGHAN VELMA (FILE N0.:21 11-0627 ACN: 101 DATE: 12-26-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 534,202.03 credit to your account,
00 submit the upper portion
3. Closely Held StocklPartnership 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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets
APPRDVED DEDUCTIONS AND EXEMPTIONS:
cs) 534,202.03
9. Funeral Expenses/Adm. Costs/Misc. Expenses cSchedule H) (9) .00
10. Debts/Mortgage Liabilities/Liens cSchedule I) C10) .00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 534,202.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 534,202.03
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 andlor 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) 534,202.03 X
(16) . DO X
cln . an x
cls) • 00 x
00 - .00
045 = .00
12 = .00
15 = .00
c19)= . 00
P DATENT I RN UMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. N _
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