HomeMy WebLinkAbout03-19-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~~7~:~`WWANCE OR DISALLOWANCE
{ ~t- DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~- ~~U ~~, N AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~-- +'~. ~, REV-1547 EX AFP C12-11)
HARRISBURG PA 17128-0601 ~ ~'t%! -~: '..'i i{:_,..J
WILLIAM A ADDAMS
43 W SOUTH ST
CARLISLE
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^'~t~},j?~ 1~ ~ DATE 03-12-2012
I ESTATE OF CRAIG EVELYN K
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Cr DATE OF DEATH 08-31-2010
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~~ FILE NUMBER 21 10-1133
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. ACN 101
APPEAL DATE: 05-11-2012
PA 17 013 - 3 4 3 2 (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 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: CRAIG EVELYN KFILE N0.:21 10-1133 ACN: 101 DATE: n~-1~_~nl~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 00
2.
Stocks and Bonds (Schedule B)
I2) .
,QO NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 205,776.66
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 112, 070 .52
8.
APPROV Total Assets c8) 317 847.18
ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Iy) 4 6, 00.
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 46,500.23
12. Net Value of Tax Return C12) 271 , 346.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) _ 271 , 346.95
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 04 5 = .00
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 (18) 271 , 346.95 X 15 - 40 , 702.04
19. Principal Tax Due
TAX CREDITS C19)= 40,702.04
:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-30-2011 CD015019 .00 40,702.04
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-01-2011 TOTAL TAX PAYMENT 40,702.04
BALANCE OF TAX DUE .00
INTEREST AND PEN. 407.18
TOTAL DUE 407.18
* 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 DF THIS FORM FOR INSTRUCTIONS. ~ ,
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