HomeMy WebLinkAbout04-13-12NOTICE OF INHERITANCE TAX Pennsylvania ,T .~
BUREAU OF INDIVI 'i ,rA~RRAI$EMENT, ALLOWANCE OR DISALLOWANCE
~~!+~{R(L ;~-I~iX~§, '', I r,, ~J,- DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISIOk '~ ,~ OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-11>
PO BOX 280601 ~ .-_ ~ ,.-~ i ~.
HARRISBURG PA 17128-09a1-~~' '-~' ~' ''~'-`~ ~
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MAR I EL~CE~~~,,A~(]~A~E~~ ~~
STE 202
2000 LINGLESTOWN RD
HARRISBURG PA 17110-9347
DATE 04-09-2012
ESTATE OF BURKETT MARGARET M
DATE OF DEATH 02-11-2010
FILE NUMBER 21 11-0245
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-08-2012
(See reverse side under Objections)
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: BURKETT MARGARET MFILE N0.:21 11-0245 ACN: 101 DATE: 04-09-2012
TAX RETURN WAS: CX) 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)
~1) 125, 000.00 NOTE: To ensure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 6, 055.92
c6) .00
In .00
Is) 131 , 055.92
C9) 39.47 .8
clo)_ 2.695.97
11. Total Deductions C11) 42, 168.78
12. Net Value of Tax Return X12) 88,887.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 88,887.14
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 (15) 29,295.71 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) rib . ri9l - 43 x 045 = 2, 636.61
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 1 , 000.00 X 15 - 150.00
19. Principal Tax Due C19)= 2,786.61
TAX CREDITS:
rnxmtni RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-26-2011 CD015121 .00 2,786.61
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-27-2011 TOTAL TAX PAYMENT 2,786.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. 83.65
TOTAL DUE 83.65
* 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.
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