HomeMy WebLinkAbout01-25-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
SALLY J WINDER
221 DOUBLING GAP
PO BOX 341
NEWVILLE
• ` ~?;-
NOTICE OF INHERITANCE TAX pe11I1S~/~Va111a .
APPRA ~%= E OR DISALLOWANCE DEPARTMENT OF REVENUE
OF ~~t~SSESSMENT OF TAX REV-1547 EX AFP clz-11)
~31~1 ~An 25 PM Ic TE 01-16-2012
TATE OF ARBEGAST MARY B
~~ nc DATE OF DEATH 05-27-2011
~,cCns~~v+/t~~ FILE NUMBER 21 11-0681
QRPI"IAN~S WUR?' COUNTY CUMBERLAND
a ~}~ ~[`i (,{~ , PI°U-C N 101
RD APPEAL DATE: 03-16-2012
(See reverse side under Objections)
PA 17241-9204 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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ARBEGAST MARY BFILE N0.:21 11-0681 ACN: 101
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OR
DATE: 01-16-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 17,882.04 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) I3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) I5) 7 2,184.65
6. Jointly Owned Property (Schedule F) (6) 3, 000.00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 93,066.69
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 12.411.29
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 495.26
11. Total Deductions I11) 12, 906.55
12. Net Value of Tax Return (12) 80,160.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax (14) 80, 160.14
NOTE: If an assessment was issuedpreviouslY, 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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) R~.160.14 x 045 = 3,607.21
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) .00 X 15 = .00
19. Principal Taz Due I19)= 3,b07.21
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-25-2011 CD014890 180.36 3,426.85
TOTAL TAX PAYMENT 3,607.21
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" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.