HomeMy WebLinkAbout02-24-12r r,,,,.,;~a,pT ,C~~, OF ~TNHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AP~~W~:S'E~'4 IT?',~(~IQJOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION j ~f[,~~JGxIQ~I~; AND ASSESSMENT OF TAX
PO BOX 280601 ' ' - ~~'~
HARRISBURG PA 17128-0601
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CHARLES E SHEILDS II111
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MECHANICSBURG PA 17055-4751
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 02-13-2012
ESTATE OF MASSEY GERALDINE K
DATE OF DEATH 09-06-2009
FILE NUMBER 21 09-0859
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-13-2012
( See reverse side under Objections )
Amount Remittedr
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --! RETAIN LOWER PORTION
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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: MASSEY GERALDINE KFILE N0.:21 09-0859 ACN: 101 DATE: 02-13-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) •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) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E ) (5) 65 3.50
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 653.50
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 3 0.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 230.50
12. Net Value of Tax Return (12) 423.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,156,441.45
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 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _00 x 045 = .00
17. Amount of Line 14 at Sibling rate (17) 9x+4.373.77 X 12 = 30,524.86
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 902,067.71 X 15 - 135,310.16
19. Principal Tax Due (19)= 165,835.02
TAX CREDITS:
PAYMENT RECELPT DISCUUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
*** SUMMARY 0 ALL 05 PAYMENTS ***
08-26-2011 1,000.00 .00
1,537.47- 166,372.93
TOTAL TAX PAYMENT 165,835.46
BALANCE OF TAX DUE .44CR
INTEREST AND PEN. .00
TOTAL DUE .44CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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