HomeMy WebLinkAbout03-26-12F ~~~~ ~ ~OE~;~,,I~/~Q~F~(RITANCE TAX Pennsylvania ~ .~
BUREAU OF INDIVIDUAL TAXES APPRAI~IWT~ ItL ~Wp~ICE OR DISALLOWANCE
-ry^ r ~ ~~, DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF D~~T1DN.9 /~ `ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601
nn,~.,~gt,r~ n~ nk< gyn. '^',
Li'~': f:-~< C_J ~'' t"= ~ ~bATE 03-19-2012
ESTATE OF LIBERATOR DIANNE K
r~~"~K ~'~ DATE OF DEATH 05-29-2011
Q~S~-I~~-+.id~ .~.~.~~~ FILE NUMBER 21 11-0745
CL}~~A '~~ `_ri- ,~.; += ~ ~ '~OUNTY CUMBERLAND
DOUGLAS G MILLER ACN 101
60 W POMFRET ST APPEAL DATE: 05-18-2012
CARLISLE PA 17013-3243 (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 (~ _
-------------------- ----------------------- ____________
REV-1547 EX AFP (12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LIBERATOR DIANNE KFILE N0.:21 11-0745 ACN: 101 DATE: 03-19-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate [Schedule A) (1) 69, 10.00
5 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,QO credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 25,202.92
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets
(B) 94,712.92
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 78.704.6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.4 72.35
11. Total Deductions
12. Net Value of Tax Return (11) 21,177.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts C12)
(Sched
l 73,535.92
14. Net Value of Estate Subject to Tax u
e J) C13) .00
C14) 73,535.92
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18
reflect figures that include the total of ALL ,
,
returns assessed to date and 19 will
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) 0 0
00 =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .
X
7;
535 .00
17. Amount of Line 14 at Sibling rate ,
_ 99 X 045 =
3,309.12
(17) On X 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 0 0
15 =
19. Principal Tax Due .
X .00
TAX CREDITS:
(19)=
3,309.12
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-26-2011 CD014899 165
46
.
11-28-2011 CD015258 3,240.81
.00 622.31
TOTAL TAX PAYMENT 4,028.58
BALANCE OF TAX DUE 719.46CR
INTEREST AND PEN. .00
TOTAL DUE 719.46CR
* 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 INSTRUCTIDNS.