HomeMy WebLinkAbout01-25-12Q~ 1l ~. ~„ ~~ F INHERITANCE TAX Pennsylvania , ~ ~-
BUREAU OF INDIVIDUAL TAXES '!{-~J~~~'~,"~-` -p...:, ~~LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION iii` l.F}J~L~~gUC~~$ AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 1 1~i1.~}.J ~ l
HARRISBURG PA 17128-0601
2~l2JAN25 PM ~~ ~, DATE 01-16-2012
ESTATE OF WALKER DAVID A
DATE OF DEATH 06-12-2009
'' ~V~~L`T FILE NUMBER 21 09-0607
WAYNE M PECHT y~.A~~~-~~ ~'' ~ COUNTY CUMBERLAND
ACN 101
1205 MANOR DR APPEAL DATE: 03-16-2012
SUITE 2 0 0 (See reverse side under Objections )
MECHANICSBURG PA 17055 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: WALKER DAVID AFILE N0.:21 09-0607 ACN: 101 DATE: 01-16-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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) 85,229.61 credit to your account,
•00 SUbmlt 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) C5) 7,660.27
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 92.889.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 23.023.86
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 12,545.75
11. Total Deductions (11) 35,569.61
12. Net Value of Tax Return (12) 57,320.27
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 57,320.27
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 t15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 57.39(1 _ 77 X 045 = 2, 579.41
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 - .DO
19. Principal Tax Due C19)= 2,579.41
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-30-2011 CD014655 .00 2,579.41
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-01-2011 TOTAL TAX PAYMENT 2,579.41
BALANCE OF TAX DUE ,00
INTEREST AND PEN. 121.70
TOTAL DUE 121.70
~ 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. n