HomeMy WebLinkAbout04-09-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MARK W ALLSHOUSE
CHRISTIAN LAWYER
4833 SPRING RD
SHERMANS DALE
r ,,:.,, ~,,.-T, ~-OT,~~~En~F INHERITANCE TAX
'•'~ AF~~'R~I~SE#i~~17•,Li~LLOWANCE OR DISALLOWANCE
,_ _,QF _D~DU~;~1'~GjiS AND ASSESSMENT OF TAX
Pennsylvania ~~ ~~ ti
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
(
y .,. ~ r =. n
~~ ` •? DATE 04-09-2012
ESTATE OF TRAVIS DOROTHY A
('CCU!! {`~ DATE OF DEATH 11-16-2008
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C,nr,~^,;,,"C ;,J;~`~,:.~j FILE NUMBER 21 09-0497
ES~~ , -,',~-,1~ i~.,j; E ;~~ ~,a COUNTY CUMBERLAND
ACN 101
SOL APPEAL DATE: 06-08-2012
(See reverse side under Objections)
PA 17090 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 ASSESSMENT OF TAX
ESTATE OF: TRAVIS DOROTHY AFILE N0.:21 09-0497 ACN: 101 DATE: 04-09-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 120,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ' of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 200.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
(8) 120,200.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 3. 612.72
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 3,612.72
12. Net Value of Tax Return C12) 116,587.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 116,587.28
NOTE: If an assessment
reflect figures
ASSESSMENT OF TAX:
was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
that include the total of ALL returns assessed to date.
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:
(15) 116,587.28 X
(16) . 00 X
C17) . 00 X
(1B) .00 X
00 - .00
045 = . 00
12 = .00
15 = .00
(19)= . 00
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
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.