HomeMy WebLinkAbout04-13-12rr,,,~„ ll _ NOTICE OF INHERITANCE TAX Pennsylvania ~ ~ ~f.
~ ~~"` AR~PR,~I,MENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXE ~
INHERITANCE TAX DIVISION ~-~.,~.~, ;~ C•,~~~ DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP (12-11)
PO BOX 280601 ~ ~ --~ ~
HARRISBURG PA 17126-0601
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f~.'; i' (;~ DATE 04-09-2012
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ROBERT C SAIDIS ESQ
2b W HIGH ST
CARLISLE PA 17013-2922
ESTATE OF SHELLEY WILLIAM L
DATE OF DEATH 09-29-2010
FILE NUMBER 21 10-1155
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: Ob-08-2012
(See reverse side under Objections)
Amount Remitted --1
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: SHELLEY WILLIAM LFILE N0.:21 10-1155 ACN: 101 DATE: 04-09-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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)
(1) .00 NOTE: To ensure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) • 00 tax payment.
c5) .00
t6) .00
C7) .00
CB) .00
Ig) 4,578.69
clo) .00
11. Total Deductions I11) 4,578.69
12. Net Value of Tax Return C12) 4,578.69-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 4s578.b9-
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) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 04 5 = .00
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 C18) .0 0 X 15 - .00
19. Principal Tax Due C19)= .00
TAX CREDITS:
r,arncni I Kcl.tlYl I 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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~