HomeMy WebLinkAbout01-30-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX Pennsylvania ~
~~~~~~ ~LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
~~"j~}^" {~F-- DFICT;~i~AIS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-11) ~~
~ r41~ l,J ~ ~_~ ! ~ i ~'~ 7...L!J
?~~2 JAN 30 P~! !2.= 4
Cl~RK OF'
pRPHAN'S COURT
CHARLES E SHIELDS {~~R~~~,_a;N~ CO. PA
b CLOUSER RD
MECHANICSBURG PA 17055-9735
DATE 171-30-2012
ESTATE OF MISCAVISH ANNA
DATE OF DEATH Ob-16-2010
FILE NUMBER ;?1 10-0995
COUNTY CUMBERLAND
ACN :L O 1
APPEAL DATE: 03-30-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER Of= WILLS
1 COURTHOU'.iE SQUARE
CARLISLE f'A 17013
CUT ALON_6 THIS LINE _ ---- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MISCAVISH ANNA FILE N0.:21 10-0995 ACN: InI HATE, ni_zn_~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
~1) 96,556.25 NOTE: To ensure proper
(2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 250.35
~6) 50,571.20
~7)_ 29,274.39
ca) 17b , 652.19
C9) 19.384.31
clo) 133.09
11. Total Deductions C11) 19,517.40
12. Net Value of Tax Return C12) 157, 134.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 157, 134.79
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 57.134.79 X 045 7, 071.07
17. Amount of Line 14 at Sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C14)= 7, 071.07
TAX CREDITS:
rnrntni KtGt1PT DISCOUNT C+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-07-2011 (0014687 65.52- i~,139.49
TOTAL TAX PAYMENT 7,073.97
BALANCE OF TAX DUE 2.90CR
INTEREST AND PEN. .00
TOTAL DUE 2.90CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.