HomeMy WebLinkAbout01-17-12,- ,. NOTICE OF INHERITANCE TAX Pennsylvania ~" ~ ~
BUREAU OF INDIVIDUAL TAXES RAt~I'SE'MENIa ~A}}``~OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCT~~(~~3-°AND ASSESSMENT OF TAX `~
PO BOX 260601 ` ~; n REV-1547 IX AFP (12-11>
HARRISBURG PA 17128-0601 -,-'~
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MARIELLE F HAZEN <r ' }~ ~~
STE 202
2000 LINGLESTOWN RD
HARRISBURG PA 17110
DATE 01-10-2012
ESTATE OF CALLAND SABRA W
DATE OF DEATH 02-21-2010
FILE NUMBER 21 10-0273
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-10-2012
(See reverse side under Objections)
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE SPA 17013
CUT ALONG THIS LINE ---- --> RETAIN LOWER PORTION FOR
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RDS F-
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEME _
NT, ALLOWANCE _ ___
________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: CALLAND SABRA WFILE N0.:21 10-0273 ACN: 101 DATE: 01-10-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 208,000
0 0
2.
Stocks and Bonds (Schedule B)
I2) .
113,294.74 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 33 0,000.00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
(5) .
9,677.84 tax payment.
6. Jointly Owned Property (Schedule F) I6) .00
7. Transfers (Schedule G) (7) 428, 730.03
8. Total Assets c8) _ 1.089.702.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3 6,660.65
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 273.898.22
11. Total Deductions C11) 310,558.87
12. Net Value of Tax Return (12) 779, 143.74
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 779, 143.74
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns a:.sessed 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) 779.14';.74 x 045 = 35,061.47
17. Amount of Line 14 at Sibling rate C17) .no X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due
TAX CREDITS C19)= 35,061.47
:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
05-20-2010 (0012788 1,052.63 20
000
00
11-18-2010 (0013677 .00 ,
.
16,705.27
TOTAL TAX PAYMENT 37,757.90
BALANCE OF' TAX DUE 2,696.43CR
INTEREST AND PEN. .00
TOTAL DUE 2,b96.43CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED p~S A "CREDIT" CCR), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS ~