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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DANIEL J TAYLOR
121 COVENTRY DR
CARLISLE
NOTICE OF INHERITANCE TAX
API~y~~~1~Fjr~j1~L~IANCE OR DISALLOWANCE
O~~'~~~H,U~'PYtAM;~ t AND ASSESSMENT OF TAX
L~av,~.. ..~ i..`.....'J
Pennsylvania i
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11>
~''~~ `f'^ °F! ~ '~" ` DATE 03-12-2012
ESTATE OF TAYLOR MARTH
C~ . ~~~_ DATE OF DEATH 06-07-2010
C'~""~"'' FILE NUMBER 21 11-0171
~~i~~ •~I11 , f'~~`,'~' COUNTY CUMBERLAND
C~)i ~~~. ~1.,`.'_~.r ~~~„ ~'~~ ACN 101
APPEAL DATE: 05-11-2012
PA 17 015 (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 ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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: TAYLOR MARTH FILE N0.:21 11-0171 ACN: 101 DATE: 03-12-2012
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) CL) •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) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 108,359.82
6. Jointly Owned Property (Schedule F) (6) 123,210.00
7. Transfers (Schedule G) (7) 3, 675.22
8. Total Assets CB) 235,245.04
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 15.905.4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 12,218.92
11. Total Deductions C11) 28, 124.32
12. Net Value of Tax Return C12) 207, 120.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 207, 120.72
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 d ate.
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) 907. 190 - 79 X 045 = 9, 320.43
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 C18) .0 0 X 15 - .00
19. Principal Tax Due C19)= 9,320.43
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
INTEREST IS CHARGED. THROUGH 03-27-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 9,320.43
INTEREST AND PEN. 295.01
TOTAL DUE 9,615.44
~ 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. n(~
REV-1470 Ex (01-10) i ~ i
~ pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE N
Martha P Taylor 2111-0171
REVIEWED BY ACN
Yvonne Bricker 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F 1 Jointly held assets are taxable to the survivors. No deductions can be claimed against
joint property as it was not the responsibility of the survivors to pay the debts.
Total on Schedule J was not correctly carried forward to recapitulation page.
Row Page 1