HomeMy WebLinkAbout01-25-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601 ,
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NOTIC {{~INHERITANCE TAX Pennsylvania ~ ~;`
E<F~'~,L11lOWANCE OR DISALLOWANCE
DEPARTMENT OF REVENUE
f~~~iL,~~'AND ASSESSMENT OF TAX - ----
REV-1547 EX AFP (12-1ll
~~ ~~ ~~
2012 JA~125 PM - ~ 3 3
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MURREL WALTERS ESQ ~x~~(,~~ CCU..
54 E MAIN ST
MECHANICSBURG PA 17055-3851
DATE 01-16-2012
ESTATE OF POTTEIGER NANCY C
DATE OF DEATH 03-08-2009
FILE NUMBER 21 11-0706
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 F-
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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: POTTEIGER NANCY (FILE N0.:21 11-0706 ACN: 101 DATE: nl-lA-~n)~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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) .0 0 NOTE: To ensure proper
c2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
c4) .00 tax payment.
I5) . 0 0
c6) .00
c7) 4,393.04
c8) 4 > 393.04
(9) 792.50
clo) .00
11. Total Deductions X11) 792.50
12. Net Value of Tax Return (12) 3,600.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 3,600.54
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 a nd 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) 3,600.54 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _00 x 04 5 = .00
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 C18) .00 X 15 - .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
rce~tiri DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.