HomeMy WebLinkAbout04-13-12NOTICE OF INHERITANCE TAX Pennsylvania ~`~~
BUREAU OF INDIVIDUAL TAXES APPRAI `,~ .,,~-r~-~=4~ - OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION DF D .U~Y`~~~IS ~A~SESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 r" `',fly j t
HARRISBURG PA 17128-0601 ~ `'" ` ' ~'- ~'J
%~~;'L ~~;~ ~ ~ ~~ I~' DATE 04-09-2012
~
dTATE OF SOPRANO SHIRLEY H
DATE OF DEATH 08-30-2005
C~~R.K, ~~- FILE NUMBER 21 05-0782
ORPHAN'S ~.n;;,~r. COUNTY CUMBERLAND
W S DANIEL S CIJ~~~R!`P'. ~!`~ ~ !~! ~ pc~ACN 101
STE 205 APPEAL DATE: 06-08-2012
1 W H I G H ST (See reverse side under Objections)
CARLISLE PA 17013-2951 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: SOPRANO SHIRLEY HFILE N0.:21 05-0782 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)
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)
C1) 138, 000.00
C2) .00
c3) .00
C4) .00
C5) 15, 918 .40
C6) .00
C7) 63,957.13
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c8) 217,875.53
Cq) 2 , 1 8 . 66
clo) 11.319.69
11. Total Deductions (11) 33,503.35
12. Net Value of Tax Return C12) 184,372.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 184,372.18
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 (16) _ 184.379.18 x 045 = 8,297.51
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 C19)= 8,297,51
TAX CREDITS:
rnrmtni NECEiPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
11-30-2005 CD006042 410.53 7,800.00
06-02-2006 CD006784 .05- 240.00
06-02-2006 CD006785 .00 86.98
TOTAL TAX PAYMENT 8,537.46
BALANCE OF TAX DUE 239.95CR
INTEREST AND PEN. .00
TOTAL DUE 239.95CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.