HomeMy WebLinkAbout01-17-12~~ '' '~;~ ~CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL rnxes F ApPRAIS M~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - 6~CTIONS AND ASSESSMENT OF 1-AX
Po Box zaB6B1 O F D
HARRISBURG PA 17128-0601
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ROGER B IRWIN ESiQ ~! ~ ~ ~"'; ~~
60 W POMFRET ST
CARLISLE PA 17013-3243
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 01-10-2012
ESTATE OF BRANDY
DATE OF DEATH 05-14-2011 NANCY K
FILE NUMBER 21 11-0626
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-10-2012
(See reverse side under Objections)
Amount Remitted ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF= WILLS
1 COURTHOUStE SQUARE
CARLISLE F'A 17013
CUT-ALONG THIS LINE _ ~ --RETAIN-LOWER PORTION FOR YOUR RECORDS E~
----------- _ _______
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANC
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX E OR -------
ESTATE OF: BRANDY
NANCY KFILE N0.:21 11-0626 ACN: 101 DATE:
TAX RETURN WAS: CX) ACCEPTED AS FILED 01-10-2012
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN ~ ) CHANGED
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) 92', 000.00 NOTE: To ensure
~2) proper
.00 credit to your account,
(3) 0 0 submit the upper portion
C4) .0 0 of this form with your
C5) 4 5 tax payment.
,906.89
c6) .00
C7)~345,283.86
Ca) 483 190.75
C9)- 7~ ~~L• of
11. Total Deductions C10) 1 •631 25
12• Net Value of Tax Return
13 C11) 23,966
19
. Charitable/Governmental Bequests; Non-elected 9113 T
14
N C12) .
459, 224.56
.
et Value of Estate Subject
to Tax rusts (Schedule J)
C13)
NOTE: If an assessment was
issued previousl
C14J .00
459 224.56
reflect figures that
ASSESSMENT y,
include the total
f 1 ~
7 and 19 will
OF TAX:
15 o ALL returns assessed
to
d ate
. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A C15) '00 X 00 =
17. Amount of Line 14 at Sibling rate
rate C16)- ;67 99 ~-'
X 045 = • 00
16,525
11
18. Amount of Line 14 taxable at
19
P Collateral/Clas
B x 12 .
00
.
rincipal Tax Due s
rate (18) -
92, 000 , 00
15
•
TAX CREDITS: x
- 13,800.00
PAYMENT c19)= 30,325
11
RECEIPT .
DATE DISCOUNT (+)
NUMBER INTEREST/PEN PAID (-)
07-29-2011 CD014779
08-05-2011 CD014813 690.00
826.26
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PA I1)
1,11.0.00
15,698.85
TOTAL TAX PAYMENT
BALANCE OF TAX DUE 30,325.11
INTEREST AND PEN. •00
.00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE, E
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTION~~