HomeMy WebLinkAbout03-05-12 (2)NOTICE OF INHERITANCE TAX pE11115~/~Vdtl~cl ~
BUREAU OF INDIVIDUAL TAXES APPRAI~'~~':i~-~,?~!-~:~1~N~~ OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEL,~I,f)Ii~IS : A~I,~, ASSESSMENT OF TAX REY-1547 IX AFP (12-11)
PD BOX 280601 ~~ ~~' ~_ ~.. ~!'__i.,~~
HARRISBURG PA 17128-0601
L~~i2 ~'~~ _~ P~ y~; ~~TE 02-28-2012
ESTATE OF FLEMING JANE C
CLERK OF DATE OF DEATH 12-11-2010
~~~~.~ "~I~RT FOUNTYUMBER CUMBERLAND
DIVID M WATTS {~«~~~F~~ ~'~'~~? ~n, P~CN 101
100 PINE ST APPEAL DATE: 04-28-2012
PO BOX 1166 (See reverse side under Objections)
HARRISBURG PA 17108-1166 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 4~
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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: FLEMING JANE (FILE N0.:21 10-1251 ACN: 101 DATE: 02-28-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) •00 NOTE: To ensure proper
C2) 1,363,445.28 credit to your account,
00 submit the upper portion
C3) . of this form with your
c4) • 00 tax payment.
c5) 257,416.39
c6) .00
c7) 71 , 298.63
c8) 1,692,160.30
~q) 19.875.51
clo) 4,138.17
11. Total Deductions C11) 24,013.68
12. Net Value of Tax Return X12) 1 , 668, 146.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 1 , 668, 146.62
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 C15) 603,581.29 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 . 064 . ~6~ _ 32 X 045 = 47, 905.44
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 - .00
19. Principal Tax Due C19)= 47,905.44
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-09-2011 CD014111 2,338.05 44,422.99
08-19-2011 CD014878 .00 1,144.47
TOTAL TAX PAYMENT 47,905.51
BALANCE OF TAX DUE .07CR
INTEREST AND PEN. .00
TOTAL DUE .07CR
~IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE: OF THIS FORM FOR INSTRUCTIONS.