HomeMy WebLinkAbout03-05-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17A26-0601
DIVID M WATTS
100 PINE ST
PO BUX 1166
HARRISBURG
NOTICE OF INHERITANCE TAX Pennsylvania ~
APPRAI~~~',,~~~-~~~~~ OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DELCTIfNa13 -141j1~ I p-SSESSMENT OF TAX REV-1547 EX AFP clz-11)
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~~'C~2 P~A~ -5 P 12~ (~~TE 02-28-2012
ESTATE OF FLEMING JANE C
Ct~~K ~~ DATE OF DEATH 1'2-11-2010
ORPH.~1'S vOijRT FOUNTYUMBER CUMBERLAND
Ct1~4~~~1,a4~f~ C(~ . p~cN 101
APPEAL DATE: 04-28-2012
(See reverse side under Objections)
PA 17108-1166 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 E-
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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: FLEMING JANE (FILE N0.:21 10-1251 A(:N: 101 DATE: n~-~a_~nl~
TAX RETURN was: c X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Eistate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 1,363,445.28 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
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) 25 7,416.39
6. Jointly Owned Property (Schedule F) ~6) .00
7. Transfers (Schedule G) ~7) 71 , 298.63
8. Total Assets c8) 1 , 692, 160.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Iq) 19.8 75.ri1
10. Debts/'Mortgage Liabilities/Liens (Schedule I) (10) 4,138.17
11. Total Deductions X11) 24, 013.68
12. Net Value of Tax Return C12) 1,668,146.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 1 , 668, 146.62
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 (15) 603,581.29 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 .064.~6~.37 x 045 = 47,905.44
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 (19)= 47,905.44
TAX CREDITS:
^"'°"' ece~tiri DISCOUNT C+) -
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-09-2011 CD014111 2,338.05 44,422.99
08-19-2011 CD014878 .00 1,144.47
TOTAL TAX PAYMENT 47,905.51
BALANCE OF TAX DUE .07CR
INTEREST AND PEN. .00
TOTAL DUE .07CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED A5. A "CREDIT" CCR), YOU MAY BE DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. y"