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HomeMy WebLinkAbout96-0122BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 WILLIAM P DOUGLAS 57 W POMFRET STREET PO BOX 261 CARLISLE PA 17013 NOTICE OF INHERITANCE TAX A~~ ¢~~S,,F,.~E~I,Z,.,~QL~~WANCE OR DISALLOWANCE r.~~.~`~~1'1G7t1~31rS'.. ND ASSESSMENT OF TAX ~,~... 1 y7.~`.. I' \. .. Y. Pennsylvania t,V. ~ DEPARTMENT OF REVENUE REV-1547 EX AFP (12-11) DATE 04-09-2012 ESTATE OF POOLE FRANCIS C DATE OF DEATH 12-28-1995 FILE NUMBER 21 96-0122 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 06-08-2012 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 d.. i~_ i., za Y..S a i. I_ :.~ 1 r-. F ~~ ~f~r<, ~_,: C..~f~r ,:~i... , ~i", CUT ALONG THIS LINE ~• RETAIN LOWER PORTION_ FOR YOUR RECORDS ~ _ _______________ REV-1547 EX AFP C12-11~ R R N TAOFOTAXCE OR DEDUCTIONS AND OF DISALLOWANCE ASSESSMEN ESTATE OF: POOLE FRANCIS (FILE N0.:21 96-0122 ACN: 101 DATE: 04-09-2012 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 00 roper ~l) • NOTE: To ensure p 1. Real Estate (Schedule A) .0 0 credit to your account, 2. Stocks and Bonds (Schedule B) ~2) 00 submit the upper portion Closely Held Stock/Partnership Interest (Schedule C) 3 ~3) . of this form with your . Mortgages/Notes Receivable (Schedule D) 4 (4) .00 tax payment. . Cash/Bank Deposits/Misc. Personal Property (Schedule E) 5 C5) . 6. Jointly Owned Property (Schedule F) C6) ,00 00 7. Transfers (Schedule G) c7) . cs) .00 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .00 .00 10 Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00 cll) 11. Total Deductions C12) .00 12. Net Value of Tax Return (13) .0 0 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 00 14. Net Value of Estate Subject to Tax cl4) • 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: •00 X 00 = .00 15. Amount of Line 14 at Spousal rate (15) ~ ~ X 06 = 00 16 Amount of Line 14 taxable at Lineal/Class A rate (16) - . . (17) .00 X 00 = .00 17. Amount of Line 14 at Sibling rate 00 8) .00 X 15 = . 18. Amount of Line 14 taxable at Collateral/Class B rate (1 C19)= .00 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) TOTAL TAX PAYMENT .00 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. nrvl-~ REV-1470 EX (01-10) ~ Pennsylvania pEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 260601 ~., on on ~~19R_0601 - DECEDENT'S NAME Francis C. Poole REVIEWED BY .lames Russell INHERITANCE TAX EXPLANATION OF CHANGES NUMBER 2196-0122 101 ITEM EXPLANATION OF CHANGES SCHEDULE NO. Efforts to file an Inheritance Tax return have been exhausted in the above-reference estate. Therefore, the filing requirements have been waived. The Department however, reserves the right to assess any assets that may be recovered at a future time. Page 1