HomeMy WebLinkAbout03-26-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17126-0601
WILLIAM C CRAMER
STE 414
14 N MAIN ST
CHAMBERSBURG
NOTICE OF INHERITANCE TAX
APPRAI' r,~4 L~;OWANCE OR DISALLOWANCE
OF ~rb~ ~' ~SESSMENT OF TAX
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Pennsylvania ~~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
^`~ r. e~~,,. r,~. DATE 03-19-2012
i i iG ~ :~TATE OF MARTIN SAMUEL I
DATE OF DEATH 01-07-2011
CL~r,'~ ^C FILE NUMBER 21 11-0153
CARP}-I~'),(~I`~~ ~;~~n~,!<rj COUNTY CUMBERLAND
GL1;~~i~L~'}Lr;j`,,''i~.,! ~.~., P~ ACN 101
APPEAL DATE: 05-18-2012
(See reverse side under Objections)
PA 17201-1814 Amount Remitted 1
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 t-
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MARTIN _ SAMUEL IFILE N0.:21 11-0153 ACN: 101 DATEe n~_IO_~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,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) C5) 25 9,360.58
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets c8) 259.360.58
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 31,8 97.
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 509.8 5
11. Total Deductions (11) 32,407.07
12. Net Value of Tax Return C12) 226,953.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 226,953.51
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 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 996.9 3_ l X 045 = 10,212.91
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= 10,212.91
TAX CREDITS:
rArmtNi RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
04-06-2011 CD014264 473.68 9,000.00
10-05-2011 CD015044 .00 739.23
TOTAL TAX PAYMENT 10,212.91
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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