HomeMy WebLinkAbout03-19-12~NOTIC_F.. ~,~. HERITANCE TAX pe1111S~/~Val11a ~
BUREAU OF INDIVIDUAL TAXES AP~~'~,~+i-~J..~"ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION D~~~~ C-~` T~~ ! ~D ASSESSMENT DF TAX
PO BOX 2806D1 ~ ~„ C~` ~,,,~ ~~;_.L.1, REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601
~1 l.,~ P, rJ ! i.
i~~~ t';r~;;~ ~ ~ ~.Fi ~ ~'
J DATE 03-12-2012
ESTATE OF CLEVER JR HARRY P
CL~~,\ `~ DATE OF DEATH 09-20-2010
~R}~i'ir,T,'~c, rV~ ~~~ FILE NUMBER 21 10-1028
STEPHEN D TILEY CU~Vi~'dw?I ~t ~~~) t J, (~h~. COUNTY CUMBERLAND
5 S HANOVER ST ACN 101
APPEAL DATE: 05-11-2012
C A R L I S L E P A 17 013 - 3 3 0 7 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL
------ ONG THIS LINE ---- ~) RETAIN LOWER PORTION FOR YDUR RECORDS E-
-------------- -----------
REV-15
--------
47 EX AFP C12-11~ NOTICE OF INHERITANCE _
---- _
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: CLEVER JR HARRY PFILE N0 .:21 10-1028 ACN: 101 DATE: 03-12-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 286,500
00
2.
Stocks and Bonds (Schedule B) .
NOTE: To ensure
proper
~2) 7,322.30 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4)
00
5.
Cash/Bank Deposits/Misc. Personal Property (Sched .
tax payment.
ule E) C5) 15 2,901.17
6. Jointly Owned Property (Schedule F) (6) 55,824.00
7. Transfers (Schedule G) (7) 44,462.00
8. Total Assets
ca) 547 , 009.47
APPROVED DEDUCTIDNS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 3 09.- 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) •997.59
11. Total Deductions
12. Net Value of Tax Return X11) 36,306.96
13. Charitable/Governmental Bequests; Non-elected 9113 Tr
usts C12)
(Schedule J) 510,702.51
14. Net Value of Estate Subject
to Tax (13) .00
(14) _ 510,702.51
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16
17 18 a
d 19
reflect figures that
include the total of
ALL ,
,
n
will
returns assessed to date
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) 98,349.84 X 00 = 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 41?. S?
67 X 045 = .
17. Amount of Line 14 at Sibling
rate
(17) . 18,555.87
.00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = 00
19. Principal Tax Due .
TAX CREDITS: (19)= 18,555.87
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-15-2011 CD014970
03-05-2012 SBADJUST 132.37- 18,b88.24
.00 .O1
TOTAL TAX PAYMENT 18,555.87
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.