HomeMy WebLinkAbout04-13-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
W S DANIELS
STE 205
1 W HIGH ST
CARLISLE
NOTICE OF INHERITANCE TAX
~eXt,M~~l?i'p,'.~A(L~~OWANCE OR DISALLOWANCE
L~CQF!~pF1~T.IQM$ AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
~~~? "'~~ ( } ~ ? ( ~ DATE 04-09-2012
ESTATE OF BROWN JOSEPHNIE R
C~E~r~~r DATE OF DEATH 02-01-2009
Or.~t_'^,P~~'`~ ~,,~vT FILE NUMBER 21 09-0138
~~ a«G-- t-,r~. ~ COUNTY CUMBERLAND
C~ ~~ti d }L;=', ~L) ~.;,.i., r'r~ ACN 101
APPEAL DATE: 06-08-2012
(See reverse side under Objections)
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 (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BROWN JOSEPHNIE RFILE N0.:9t n9-ntaR ACN_ tnl neTF~ n~_no_~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 175, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3 2,774.00
6. Jointly Owned Property (Schedule F) (6) 69,708.46
7. Transfers (Schedule G) (7) .00
8. Total Assets IS) 277.482.46
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) ? 8 .0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 22.355.34
11. Total Deductions (11) 44,540.36
12. Net Value of Tax Return (12) 232,942.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 232,942.10
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 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 73?.94 t 0 X 045 = 10,482.39
17. Amount of Line 14 at Sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 10,482.39
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 04-24-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 10,482.39
INTEREST AND PEN. 919.62
TOTAL DUE 11,402.01
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ^ ^