HomeMy WebLinkAbout01-03-12NOTICE OF INHERITANCE TAX
` iA~ ~jAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL-'TAXES 1..
INHERITANCE Tax D1v1s1oNr _ ~ ,~F DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
REY-1547 EX AFP t12-11>
DATE 12-26-2011
ESTATE OF FISHER DAVID G
DATE OF DEATH 03-22-2010
FILE NUMBER 21 10-0310
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--
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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: FISHER DAVID GFILE N0.:21 10-0310 ACN: 101 DATE: 12-26-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: Ta ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
158 822
54 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) t3) .
' of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,167.50
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 159,990.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16.229.59
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 118.349. b9
11. Total Deductions C11) 134,579.28
12. Net Value of Tax Return (12) 25,410.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 25,410.76
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 )( 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 25.410 _ 76 X 045 = 1 ,143.48
17. Amount of Line 14 at Sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 = .00
19. Principal Tax Due (19)= 1,143.48
TAX CREDITS:
AMOUNT PAID
P DATE T I NUMBER I INTEREST/PEN PAID C-) f
06-22-2010 (0012962 57.17 1,500.00
TOTAL TAX PAYMENT 1,557.17
BALANCE OF TAX DUE 413.69CR
INTEREST AND PEN. .00
TOTAL DUE 413.69CR
^ 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.