HomeMy WebLinkAbout02-24-12app i~'~NµOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES~~j~`"i t._a ~~`IEZ:-~T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~.,r , . Q~ I,~~I~I¢GTIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-lll
DATE 02-13-2012
ESTATE OF BRETT JEANNETTE C
DATE OF DEATH 12-12-2010
FILE NUMBER 21 11-0120
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-13-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -- RETAIN LOWER PORTION FOR YOUR RECORDS t-- --------------
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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: BRETT JEANNETTE (FILE N0.:21 11-0120 ACN: 101 DATE: 02-13-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate tSchedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest tSchedule 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 tSchedule I)
C1) •00 NOTE: To ensure proper
t2) 104,337.22 credit to your account,
.00 submit the upper portion
C3) of this form with your
C4) • 00 tax payment.
t5) 248,944.60
c6) .00
t7) 38,484.84
ta) 391 , 766.66
t9) 17.171.58
tlo) 1.077.79
11. Total Deductions (11) 18,249.37
12. Net Value of Tax Return (12) 373,517.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 373,517.29
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) ~7~.~i17-79 x 045 = 16,808.2$
17. Amount of Line 14 at Sibling rate t17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 .00
19. Principal Tax Due (19)= 16,808.2$
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-11-2011 CD014110 840.41 16,000.00
TOTAL TAX PAYMENT 16,840.41
BALANCE OF TAX DUE 32.13CR
INTEREST AND PEN. .00
TOTAL DUE 32.13CR
+ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. _n