HomeMy WebLinkAbout02-24-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
ROBERT R KREITZ ESQ
PO BOX 902
READING PA 19603-0902
NOTICE OF INHERITANCE TAX
AP M~N.~,,, , ANCE OR DISALLOWANCE
3i~{fC`T%~~4~D ASSESSMENT OF TAX
pennsylvarna ~: ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 02-13-2012
ESTATE OF YEINGST IRVA M
DATE OF DEATH 01-22-2011
FILE NUMBER 21 11-0135
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 SQUARE
CARLISLE PA 17013
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CLERK
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CUT ALONG THIS LINE ---I RETAIN LOWER PORTION FOR YOUR RECORDS f- --------------
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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: YEINGST IRVA MFILE N0.:21 11-0135 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 (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
1,439.51
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) , of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 12,920.06
6. Jointly Owned Property (Schedule F) (6) 14,724.57
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 29,084.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C4) 3.14 9.09
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6.992.38
11. Total Deductions C11) 10, 141 .47
12. Net Value of Tax Return C12) 18,942.b7
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 1$,942.67
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 (16) .nD x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 18,942.67 X 15 - 2,841.40
19. Principal Tax Due C19)= 2,$41.40
TAX CREDITS:
YAYMENI KkGE1PT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
04-07-2011 CD014282 112.50 2,137.50
09-07-2011 CD014442 .00 591.40
TOTAL TAX PAYMENT 2,841.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.