HomeMy WebLinkAbout04-02-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 260601
HARRISBURG PA 17128-0601
M AND T BANK
ATTN JANE F BURKE VP
1 W HIGH ST
-- __
~-r'
APPR~Ar~s~F41fi~,~ iAV60NCE TOR DISALLOWANCE Pennsylvania ~.~ ~! ~~`
DEPARTMENT OF REVENUE
O~j'D~I~uCG~TD1~9'!~1~D ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
n. ~~ :~.~'~ -2 F~~'~ ~~~ l.} ~ DATE
ESTATE OF
CLEPK Cr DATE OF DEATH
Q~,L~~-{,r~~j'~ ~(J~~;' FILE NUMBER
Cl)'4'f~~l.!,~1,~,a~-) ,^n, PA COUNTY
CARLISLE PA 17013-2951
03-26-2012
BORDNER LOUETTA E
11-23-2010
21 10-1252
CUMBERLAND
ACN 101
APPEAL DATE: 05-25-2012
(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 ~--
-------------
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEME _
NT, ALLOWANCE __
________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: BORDNER LOUETTA EFILE N0.:21 10-1252 ACN: 101 DATE: 03-26-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 2 04,000.00 NOTE: To ensure
2. Stocks and Bonds (Schedule B)
(2)
574,375.83 proper
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) 2 6,576.71
6. Jointly Dwned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 33, 674.16
8. Total Assets
APPROVED D D (8)
- 838.626.70
E UCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 63,617 ]7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 3.5 38.34
11. Total Deductions (11) 67, 155.46
12. Net Value of Tax Return (12) 771 , 471.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 771,471.24
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 d ate
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 771 .471 .74 x 045 = 34,716.21
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 (18) .00 X 15 - .00
19. Principal Tax Due
TAX CREDITS: (19)= 34,716.21
r,arntni RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-16-2011 CD014030 1,578.95 30,000.00
08-18-2011 CD014862 .00 3,137.26
TOTAL TAX PAYMENT 34,716.21
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 FOR INSTRUCTIONS.
~~~