HomeMy WebLinkAbout03-26-12NOTICE OF INHERITANCE TAX Pennsylvania Y .~f
APPRAIS~~4 ,~ALk}6~i! OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ i
INHERITANCE TAX DIVISION OF DE ~{yy~ `r+ ESSMENT OF TAX
n,. ~'i`~',~''-"1~'~: ~ REV-1547 IX AFP (12-11)
PO BOX 280601 ~±`4 ~~.,~~ ~ _ ~ ,~ , ~~ i~_.~~J
HARRISBURG PA 17128-0601
,;,r~pry r. rn .yr r,. ~~;AI-TE 03-19-2012
L`~ `' "'~~ `'~ ~ ~- E~T~ATE OF GILL LEE E
DATE OF DEATH 03-30-2011
C~ ~~`~ (;r FILE NUMBER 21 11-0501
OFiPr1r~' ~~ ~~,~~!~ ~rjCOUNTY CUMBERLAND
EDMUND G MYERS ^. "'
Ct)f~i~?~~~ r~ i_. ~n)., ~N 101
301 MARKET ST APPEAL DATE: 05-18-2012
P O B O X 10 9 (See reverse side under Objections )
LEMOYNE PA 17043-1662 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 ~
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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: GILL LEE EFILE N0.:21 11-0501 ACN: lnl iIATF~ n~_IO_~ni~
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 26,00 0.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 11,524.80 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) 10 2,45 7.94
6. Jointly Owned Property (Schedule F) ((,) .00
7. Transfers (Schedule G) ~7) .00
8. Total Assets (8) 139.982.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q)_ 13.776.78
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)__ 2.192.10
11. Total Deductions X11) 15,968.88
12. Net Value of Tax Return X12) 124,013.86
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 124,013.86
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
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) _0 0 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) _ 93.01 0.40 X 12 = 11, 161 .25
18. Amount of Line 14 taxable at Collateral/Class B rate [18) 31,003.47 X 15 - 4,650.52
19. Principal Tax Due (19)= 15,811.77
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-29-2011 CD014642 789.47 15,000.00
09-30-2011 CD015025 .00 22.30
TOTAL TAX PAYMENT 15,811.77
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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