HomeMy WebLinkAbout03-19-12r,~ tir W~,~~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~f"~~~~~ '''~"T"~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION P~1.i;J ~ b~ ',1~E~S,~~TfIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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t:!i2 ~ ~ ~ 61,E"i i=
GLE~~ OF
RUTH ANN MCMILLEN"
213 MARKET ST
HARRISBURG PA 17101-2141
Pennsylvania ~~~:s~~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
DATE 03-12-2012
ESTATE OF FINEGOLD HAROLD
DATE OF DEATH 01-02-2011
FILE NUMBER 21 11-0322
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-11-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
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
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APPRAISEMENT, ALLOWANCE _ _
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FINEGOLD HAROLD FILE N0.:21 11-0322 ACN: 101 DATE: 03-12-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) 205,000.00 NOTE: To ensure
ro
2.
Stocks and Bonds (Schedule B)
C2)
00 p
per
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) 4,200.61
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 1,828,435.26
8. Total Assets (8) 2,037.635.87
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) _ 55.936.77
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 15.497.49
11. Total Deductions X11) 71,434.2b
12. Net Value of Tax Return X12) 1,966,201.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 1,96 6,201.61
14. Net Value of Estate Subject to Tax (14) .00
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 (16) .00 x 045 = .00
17. Amount of Line 14 at Sibling rate (17) 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)= .00
:
PAYMENT RECEIPT DISCOUNT (+)
DATE. NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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