HomeMy WebLinkAbout01-25-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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cc E ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
~~t" ~r ~k`F f EI~[ IONS AND ASSESSMENT OF TAX
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ELIZABETH P MUCL~6H~IANn(~
MCNEES ETAL
PO BOX 1166
HARRISBURG PA 17108-1166
DATE 01-16-2D12
ESTATE OF BERMAN NICOLE F
DATE OF DEATH 12-28-2010
FILE NUMBER 21 11-0041
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: BERMAN NICOLE FFILE N0.:21 11-0041 ACN: 101 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) ,DO credit to your account,
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) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 51,27 2.88
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 51 , 272.88
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 15.0 72.79
30. Debts/Mortgage Liabilities/Liens (Schedule I) I10) 1.1 72.92
11. Total Deductions C11) 16,245.71
12. Net Value of Tax Return (12) 35,027.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 35, 027.17
NOTE: If an assessment was issued previously, 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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 3F; . D27 _ ] 7 x 045 = 1 , 576.22
17. Amount of Line 14 at Sibling rate C17) _00 X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 1,576.22
TAX CREDITS:
AMOUNT PAID
~P DATE T~NUMBER~INTEREST/PEN PAID (-)~~
09-28-2011 CD015016 .00 1,576.22
TOTAL TAX PAYMENT 1:57b.22
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .p0
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.