HomeMy WebLinkAbout01-25-12NOTICE OF INHERITANCE TAX pe1111S~/~V8111a `' ~ '.
BUREAU OF INDIVIDUAL TAXES APPR 61 , CE DR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE 7AX DIVISION 01 ASSESSMENT DF TAX REV-1547 IX AFP C12-11)
PO BOX 260601 C~~,Mr"~ (-M' `, T,
HARRISBURG PA 17128-0601 :.; ~~
20~2.3AN 25 ~n ;~ 3~STATE OF SOMMERVILLE WANDA H
DATE OF DEATH 04-07-2011
~~ s~ppyy FILE NUMBER 21 11-0536
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JERRY A WEIGLE ESQ ry ~ ~ ~~ pA ACNNTY lO1BERLAND
126 E KING ST 4~ APPEAL DATE: 03-16-2012
SHIPPENSBURG PA 17257-1326 (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 --i 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: SOMMERVILLE WANDA HFILE ND.:21 11-0536 ACN: 101 DATE: 01-16-2012
TAX RETURN WAS: ()() ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
.00 credit to your account,
2. Stocks and Bonds (Schedule B) (2)
.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) 5 9,4 03.02
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 47, 675.55
8. Total assets C8) 107.078.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 19,571.3 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,197.62
11. Total Deductions C11) 22,768.95
12. Net Value of Tax Return (12) 84,309.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 84,309.62
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 and/or 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:
(15) .00 X
C16) 8 4.309.62 X
C17) . 00 X
cis) .00 X
00 = .00
045 = 3,793.93
12 = .00
15 = .00
C19)= 3,793.93
PAYMENT RECEIPT DISGDUNI C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-1b-2011 (0014591 189.47 3,600.00
08-25-2011 (0014898 .00 4.46
TOTAL TAX PAYMENT 3,793.93
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.