HomeMy WebLinkAbout01-25-12NOTIC OF INHERITANCE TAX
AF A 9 ~ ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~(
INHERITANCE TAX DIVISION l Kr~ ~U.~~~NS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 [1l.°~~v`~"
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NEW CUMBERLAND PA 17070-0180
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DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-11)
DATE 01-16-2012
ESTATE OF PARKER ROBERT E
DATE OF DEATH 04-08-2011
FILE NUMBER 21 11-0625
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-16-2012
(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: PARKER ROBERT EFILE N0.:21 11-0625 ACN: 101 DATE: 01-16-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
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)
(1) •00 NOTE: To ensure proper
(2) .OD credit to your account,
.00 Submit the upper portion
C3) of this form with your
C4) • 00 tax payment.
c5) 31 , 148.38
c6) 8, 144.72
I7) 9,398.61
cs) 48,691.71
Cq) 10 , 141.21
Clo) .00
11. Total Deductions C11) 10, 141 .21
12. Net Value of Tax Return C)2) 38,550.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 38,550.50
NOTE: If an assessment was issued previously, lines 14, 15 andlor 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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _DC1 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 38,550.50 X 15 = 5,782.58
19. Principal Tax Due [19)= 5, 782.5$
TAX CREDITS:
AMOUNT PAID
P DATE T I NUMBER I INTEREST/PEN PAID C-) `
08-22-2011 CD014867 .00 5,782.58
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 5,782.58
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TDTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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