HomeMy WebLinkAbout03-05-12~_. _
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r{~ ~l,;,,y; ~- .~ f~OF INHERITANCE TAX Pennsylvania ~,
BUREAU OF INDIVIDUAL TAXES ~rRA~~~~~L60WANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~`'; r ' DEPARTMENT OF REVENUE
PO BOX 260601 ~.~f i~#)~'.~I~~'1'TjONS AND ASSESSMENT OF TAX
~~~`'~ REV-1547 IX AFP (12-11)
HARRISBURG PA 17126-0601
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STEPHEN J DZURANI E1SQ~~t r ~" ~, r^r~ l''~Q
PO BOX 845
HARRISBURG PA 17108-0845
DATE 02-28-2012
ESTATE OF SHEPLEY ANN T
DATE OF DEATH 01-12-2011
FILE NUMBER 21 11-0087
COUNTY CUMBERLAND
ACN LO1
APPEAL DATE: p4-28_2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF~ WILLS
1 COURTHOUSE SQUARE
CARLISLE P'A 17013
CUT ALONG THIS LINE '---)--RETAIN LOWER PORTION
REV-1547 EX AFP FOR YOUR RECORDS ~
C12-11) NOTICE OF INHERITANCE TAX
DISALLOWANCE APPRAISEME NT, ALLOWANCE
--------------
OR
OF DEDUCTIONS
ESTATE OF: SHEPLEY AND ASSESS MENT OF TAX
ANN TFILE N0.:21 11-0087 ACN:
101
DATE: 02-28-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) ~1) .00 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Sched
l C2) 4,705.09 credit to your account,
b
e C)
u
4. Mortgages/Notes Receivabl C3) .00 su
mit the upper portion
e (Schedule D) of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 232',032
0 7 tax payment.
6. Jointly Owned Property (Schedule F) .
7. Transfers (Schedule G) (6) .00
n) 11,148.44
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8J 247,885 60
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) _ ;_
10. Debts/Mortgage Liabilities/Liens (Schedule I) --~~' 9 In
clo) 20,344 08
11. Total Deductions
12• Net Value of Tax Return C11) 53,536.18
13. Charitable/Governmental Bequests; Non-elect
d (12) 194,34 9.4 2
14. Net Value of Estate Subject e
9113
to Tax Trusts (Schedule J) C13) .00
NOTE:
If an assessment was
issued previousl
li c14) 194,349 42
reflect figures that y,
include the tot
l nes 14, 15 and/or 16, 17,
and 19 will
ASSESSMENT OF TAX: a of ALL returns assesse d to d to
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate C15) '00 X 00 = .00
17. Amount of Line 14 at Sibling rate C16) 9x,.018 ~ x 045 = 1, 125.83
18.
Amount of Line 14 taxable at
Collateral/Class B c17) ~ 63.66 J~ x 12 = 19, 639.52
19.
Principal Tax Due ra te (18) 5,668.22 X 15
=
850.23
TAX CREDITS: c19)= 21,615.58
'^ "' RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
4-05-2011 CD014247 1,080.78
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
1,(100.
TOTAL TAX PAYMENT
22,080.78
BALANCE OF TAX DUE 465.20CR
INTEREST AND PEN. .00
TOTAL DUE 465.20CR
IF TDTAL DUE IS REFLECTED AS A ^CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.