HomeMy WebLinkAbout03-05-12NQTICE OF INHERITANCE TAX Pennsylvania ~
APPRAISEN~h~J~jrL. R DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES °`r%~ i
INHERITANCE TAX DIVISION OF DEDU~,-TY„O~I~A ~a+SSMENT OF TAX REV-1547 IX AFP (12-11)
PO BOX 280601 f ~..~, ~..,- . ~_, ! `~.~ _, e'-;_`J
HARRISBURG PA 17128-0601
Fars? ~'~D _ , T 02-28-2012
S E OF BROLLY CAROL A
DATE OF DEATH 06-17-2010
C~-E~~~ ~!" FILE NUMBER 21 10-0658
D~i~~t~r~~5 t~O~:~i~OUNTY CUMBERLAND
LINDSAY D BARD. ESQ C~.~~'~~~`3-i1_;'i"~'~ ~;~„ r~,N 101
100 STRAWBERRY DR APPEAL DATE: 04-28-2012
CARLISLE PA 17013-4459 (See reverse ,side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ -• R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS !-- _ _______________
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BROLLY CAROL AFILE N0.:21 10-0658 ACN: 101 DATE: 02-28-2012
TAX RETURN WAS: C 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) •00 NOTE: To ensure proper
(2) 3,600.00 credit to your account,
00 submit the upper portion
(3) . of this form with your
C4) • 00 tax payment.
c5) 67,939.80
c6) .00
c7) .00
~8) 71 , 539.80
~q) 4.345.85
clo) 4.752.89
11. Total Deductions I11) 9,098.74
12. Net Value of Tax Return C12) 62,441.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14 Net Value of Estate Subject to Tax C14) 62,441.06
.
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) 61.441.06 x 045 = 2,809.85
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 C19)= 2,809.85
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUiMBER INTEREST/PEN PAID C-)
09-21-2011 CD014986 .00 2,809.85
BALANCE OF UNPAID IWTEREST/PENALTY AS OF 09-22-2011 TOTAL TAX PAYMENT _ 2,809.85
BALANCE OF TAX DUE .00
INTEREST AND PEN. 43.32
TOTAL. DUE 43.32
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY B
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR.INSTRUCTION