HomeMy WebLinkAbout03-26-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CL~~K OF
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JEFFREY A ERNICO E {'~ „ ~~~' ~'~~'~ _~,_`
3401 N FRONT STREET
PO BOX 5950
HARRISBURG PA 17110-0950
NOTICE OF INHERITANCE TAX
i LOWANCE OR DISALLOWANCE
~''Lr~.~'t ~t~~ AND ASSESSMENT OF TAX
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Pennsylvania `,
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 03-19-2012
ESTATE OF TAYLOR VIVIAN E
DATE OF DEATH 01-07-2011
FILE NUMBER 21 11-0172
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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CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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: TAYLOR VIVIAN EFILE N0.:21 11-0172 ACN: lnl oerF~ nz_,o_~n,~
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 108, 000.00
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) 1,82 5.00
6. Jointly Owned Property (Schedule F) (6) 64 5.88
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) _ 110.470.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 8, 07. 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 14.229.35
11. Total Deductions
(11)
22,536.74
12. Net Value of Tax Return C12) 87,934.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 87,934.14
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 C16) R7 , 9~4 . 1 6 x 045 = 3, 957.04
17. Amount of Line 14 at Sibling rate (17) .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 (19)= 3,957.04
TAX CREDITS:
rce~tirr DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09 30 2011 CD015026 .00 3,957.04
TOTAL TAX PAYMENT 3,957.04
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 FDR INSTRUCTIONS. ~
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