HomeMy WebLinkAbout03-19-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~j~~-WANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION F rDfDlkC~,Z1Q~~, AND ASSESSMENT OF TAX
PO BOX 280601 ~~~~~ j i - ~
HARRISBURG PA 17128-0601 ~`•~ ~~
C f /. f Fi !11 ~`t9~ f ~. `.J
CLERK OF
ORP!-IAn~1'~ C~'~,~T
ANDREW J BENDER ESQ CUP~I~~~L=,~•`i, !~;'„ ?~
61 W LOUTHER ST
CARLISLE PA 17013-2987
pennsylvania'~~`
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 03-12-2012
ESTATE OF SHEERER DORIS H
DATE OF DEATH 12-29-2010
FILE NUMBER 21 11-0698
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-11-2012
(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 E~
-------------
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEM
ENT, ALLOWANCE _
OR
DISALLOWANCE O.F DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: SHEERER DORIS HFILE N0.:21 11-0698 ACN: 101 DATE: 03-12-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALU
E OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 00
2. Stocks and Bonds (Schedule B) ~2) .
7,29 3.32 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)
C4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
10,117.76 tax payment.
6. Jointly Owned Property (Schedule F) ~6) 12, 161.08
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) 29,572.16
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)- +~76 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6 63.00
11. Total Deductions
12•
Net Value of Tax Return I11) 13,239.12
13.
Charitable/G f12) 16,333.04
overnmental Bequests; Non-elected 9113 Trusts (Sched
l
14
N u
e J) (13) .00
. et Value of Estate Subject to Tax
(14) 16,333.04
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18
reflect figures that include the total
of ALL ,
,
returns and 19 will
ASSESSMENT OF TAX: assessed to date.
15. Amount of Line 14 at Spousal rate (15) 00
00 =
16.
Amount of Line 14 t
b .
X .00
axa
le at Lineal/Class A rate (16) 7 6
3ii
17.
Amount of Line 14 at Sibling rate .
nG x 045 =
734.99
cl7) nn x 12 = 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 00
15 = .
19.
Principal Tax Due .
X .00
TAX CREDITS: c19)= 734.99
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
29 2011 CD015014 .00 ~z
TOTAL TAX PAYMENT 734.99
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, r1
- r~J