HomeMy WebLinkAbout01-25-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
C4.ERK of
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GERALD J SHEKLETSKI ~~~'~-~~~ t'~' ~'
414 BRIDGE ST
PO BOX E
NEW CUMBERLAND PA 17070-1927
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-lll
DATE 01-16-2012
ESTATE OF BRICKER DOROTHY D
DATE DF DEATH 03-16-2011
FILE NUMBER 21 11-0369
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-16-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
x042 JAN 25 PM 1 ~ 32
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: BRICKER DOROTHY DFILE N0.:21 11-0369 ACN: 101 DATE: 01-16-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 129,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 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) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 21,3 74.11
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 32, 395.68
8. Total Assets C8) 183,269.79
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExpensestAdm. Costs/Misc. Expenses (Schedule H) (g) 33.162.01
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) b,338.60
11. Total Deductions C11) 39,500.61
12. Net Value of Tax Return C12) 143,769.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 143,769.18
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 C16) 143 .769 - 1 A x 045 = 6, 469.61
17. Amount of Line 14 at Sibling rate C17) .00 X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19 )= 6,469.61
TAX CREDITS:
P DATE T I NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
08-22-2011 CD014868 .00 7,000.00
TOTAL TAX PAYMENT 7,000.00
BALANCE OF TAX DUE 530.39CR
INTEREST AND PEN. .00
TOTAL DUE 530.39CR
* 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.
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