HomeMy WebLinkAbout01-25-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
~ HERITANCE TAX
AP ' ~ Y',' L~WANCE OR DISALLOWANCE
~ ~T~~(I~ ~ND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-11)
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DATE 01-16-2012
ESTATE OF HALL CATHERINE R
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`rvtiV~V CQ~~T FILE NUMBER 21 11-0006
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JOEL R ZULLINGER ACN 101
STE 200 APPEAL DATE: 03-16-2012
14 N MAI N ST (See reverse side under Objections)
CHAMBERSBURG PA 17201-1814 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 t--
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: HALL CATHERINE RFILE N0.:21 11-0006 ACN: 101 DATE: 01-16-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: 7o ensure proper
2. Stocks and Bonds (Schedule B) (2) 444, 113.40 credit to your account,
00 submit the upper portion
3. Closely Held StocklPartnership Interest (Schedule .
C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Sched ule E) (5) 2,054.00
6. Jointly Owned Property (Schedule F) (6) 28, 607.27
7. Transfers (Schedule G) (7) 72,881.41
8. Total Assets C8) 547,656.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20.367.15
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.54
11. Total Deductions C11) 20,369.69
12. Net Value of Tax Return C1P) 527,286.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 527,286.39
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 (15) .00 )( 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ~.?7.286.39 x 045 = 23,727.89
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .0 0
19. Principal Tax Due (19)= 23, 727.89
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-10-2011 CD014126 1,068.75 20,306.25
08-23-2011 CD014883 .00 2,352.89
TOTAL TAX PAYMENT 23,727.89
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.