HomeMy WebLinkAbout04-09-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DAVID M WATTS JR
100 PINE ST
PO BOX 1166
HARRISBURG
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
~~'R^~~~:~'F~~3 tr{ttdD ASSESSMENT OF TAX
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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 ASSESSMENT OF TAX
ESTATE OF: STRAUB MARY DFILE N0.:91 tt-nRn7 ACNe lnl nerF. ni_n~_~n,~
TAX RETURN WAS:.( X) ACCEPTED AS FILED ( ) 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)
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Cs) 664 , 739.51
(9) 45 . S81 . 06
Clo) 9,206.98
11. Total Deductions X11) 54,788.04
12. Net Value of Tax Return C12) 609,951.47
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 609,951.47
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 609.951 .48 X 045 27,447.82
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 27,447.82
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-11-2011 CD015056 1,372.39 26,075.43
TOTAL TAX PAYMENT 27,447.82
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C1) .00
C2) 604, 047.83
C3) .00
c4) .00
~5) 60,691.68
C6) .00
C7) .00
DATE 04-02-2012
~f '" ~°•'=~ ~ _(~ I^~,~ ~~e ~ -, ESTATE OF STRAUB MARY D
L ~c r.~
_ DATE OF DEATH 07-14-2011
FILE NUMBER 21 11-0807
r' ~~~~ ~'~ COUNTY CUMBERLAND
/~ `J`~~i i~~.i`~~1 ~~^r~..i~r ACN 101
lii.I~'~~~~i`f~~_r.'~j,~J~„~~„~,~. APPEAL DATE: 06-01-2012
(See reverse side under Objections )
PA 17108-1166 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
* 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.
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