HomeMy WebLinkAbout03-05-12NOTICE OF INHERITANCE TAX Pennsylvania , ~~~'~
BUREAU OF INDIVIDUAL TAXES f~ ;~ OWANCE OR DISALLOWANCE '~
INHERITANCE TAX DIVISION ~ DEPARTMENT OF REVENUE
`~~ ~` DF ~b~T~~~jAND ASSESSMENT OF T~4X
PO BOX 280601 [~ REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601 U~{~~~~_ ~-~{ _ + -~?~
~~~2 BAR -5 PPt 12~ 44
CLERK OP
GEORGE J MORGAN ESQ ORPN~N S ~ OURT
700 N DUKE STREET C~~~V1~~~~.`' ~'- ('n(} PR
PO BOX 4686
LANCASTER PA 17604-468b
DATE 02-28-2012
ESTATE OF IpOWELL DAVID R
DATE OF DEATH :L2-17-2010
FILE NUMBER ;?1 10-1257
COUNTY (:UMBERLAND
ACN ]'.O1
APPEAL DATE: 04-28-2012.
(See reverse side under Objections)
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 ASSESSMENIf OF TAX
ESTATE OF: POWELL DAVID RFILE N0.:21 10-1257 ACN:
101 DATE: p2-28_2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
(1) 3Fi, 000.00 NOTE: To ensure
2. Stocks and Bonds (Schedule B) Proper
c2) 138.42 credit to your account,
3. Closely Held Stock/Partnership Interest cSchedule C) submit the upper portion
c3) .00
4. Mortgages/Notes Receivable (Schedule D) of this form with your
c4) ~ 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property cSchedule E) c5) 35,09 3.91
6. Jointly Owned Property (Schedule F)
cb) 00
7. Transfers cSchedule G) ~-
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
c7) 9,832.91
c8) 80 , 065 24
c9)- 16.98 8
clo) 8.186 81
Non-elected 9113 Trusts cSchedule J)
NOTE: If an assessment was issued previously, lines 14, 15
reflect figures that include the total of ALL return
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
-----" I uiscUUNT C+)
DATE NUMBER INTEREST/PEN PAID ( )
12 2011 (0014960 ., ..
AMOUNT PAID
.30
00 = .00
045 = 2,245.30
12 = .00
15 = .00
c19)= 2,245.30
TOTAL TAX PAYMENT
2,245.30
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~*
cll) 25, 169.64
c12) 54,895.60
c13) 5, 000 00
c14) 49,895 60
and/or 16, 17, 18 and 19 will
s asscessed to date.
(15) , OO X
C16) 49.89 60 X
(17 ) -~~ X
cls) . 00 X