HomeMy WebLinkAbout01-30-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOW~A1NpCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION DFFI,r ~~ASSESSMENT DF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 _ v
HARRISBURG PA 17128-0601 ~ #~~ ~ w!' y r ~ ;Yt~~ .} r,
DATE 01-30-2012
~~Z.sA~130 P~f 12~ I STATE DF WASSELL RUTH 0
DATE OF DEATH 12-18-2010
CLERK QF FILE NUMBER 21 10-1269
THOMAS W SHIELDS VP ~~~5 UOURT ACNNTY lO1BERLAND
PO BOX 3215 Cl1M~F~~ A~[ ~~. P/~1 APPEAL DATE: 03-30-2012
LANCASTER PA 17604-3215 (See reverse :ride under Objections)
Awount Rewitted
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-
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WASSELL RUTH OFILE N0.:21 10-1269 ACN: 101 DATE: 01-30-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHAWGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
8.6,500.00 NOTE: To ensure proper
1. Real Estate (Schedule A) C1)
2. Stocks and Bonds (Schedule B) C2) 302,844.20 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) 14,132.4 6
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 403,476.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 35.936.4 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5,04 7.56
11. Total Deductions C11) 40,984.02
12. Net Value of Tax Return c12) 362,492.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 90.623.16
14. Net Value of Estate Subject to Tax (14) 271,869.48
NOTE: If an assesswent 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) _00 X 04 5 = .00
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) 271,869.48 X 15 = 40,780.42
19. Principal Tax Due C19)= 40,780.42
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-10-2011 CD013876 2,039.02 38,900.00
TOTAL TAX PAYMENT 40,939.02
BALANCE OF TAX DUE 158.60CR
INTEREST AND PEN. .00
TOTAL DUE 158.60CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT"'(CR), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE: OF THIS FORM FOR INSTRUCTIONS.