HomeMy WebLinkAbout03-26-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT G FREY
5 S HANOVER ST
CARLISLE
,(^r- OTICE OF INHERITANCE TAX
AP'Pi~AITISr ~!I~t~C;~tA~ 4MIANCE OR DISALLOWANCE
iIIry,CT~i~~,~ ~4~D ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-11)
DATE 03-19-2012
ESTATE OF NICKEL VIOLET F
DATE OF DEATH 01-09-2011
FILE NUMBER 21 11-0072
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-18-2012
(See reverse side under Objections)
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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PA 17013-3307
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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: NICKEL _ VIOLET FFILE N0.:21 11-0072 ACN: 701 DATFr nz_IO_~n
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,00 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) 113,273.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
8. Total assets (B) __ 113,273.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) .866.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12.4 38.00
11. Total Deductions (11) 18,304.00
12. Net Value of Tax Return (12) 94,969.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 94,969.00
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 date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 63.1? 67 x 045 = 2,849.07
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 31,656.33 X 15 - 4,748.45
19. Principal Tax Due (19)= 7,597.52
TAX CREDITS:
YAYMtNI RECEIPT - DISCOUNT (+)
DATE AMOUNT PAID
NUMBER INTEREST/PEN PAID (-)
03-18-2011 CD014145 210.53 4,000.00
INTEREST IS CHARGED THROUGH 04-03-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 4,210.53
BALANCE OF TAX DUE 3,386.99
INTEREST AND PEN. 49.16
TOTAL DUE 3,436.15
* 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. _
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