HomeMy WebLinkAbout04-13-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r~t•rz,~,AP.~R,Af~~S~M NTH ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION `r,•„`r"T"' "~'~F`~~~~7,fJ,Ci~~ONS AND ASSESSMENT DF TAX
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CARLISLE PA 17013-3243
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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: BECKER RUTH FFILE N0.:21 11-0619 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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
DATE 04-09-2012
ESTATE OF BECKER RUTH F
DATE OF DEATH 05-17-2011
FILE NUMBER 21 11-0619
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-08-2012
(See reverse side under Objections )
Amount Remitted -l
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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Pennsylvania ~~~`~~'
DEPARTMENT OF REVENUE
REY-1547 IX AFP (12-11>
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 95,309.31
(9) l 1 .832. 0
clo) 1,644.70
11. Total Deductions C11) 13,476.72
12. Net Value of Tax Return C12) 81,832.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 81,832.59
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) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 x 045 = .00
17. Amount of Line 14 at Sibling rate C17) 40.976.30 X 12 = 4,909.96
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 40,916.29 X 15 - 6,137.44
19. Principal Tax Due (19)= 11,047.40
TAX CREDITS:
YAYMtNI RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
08-09-2011 CD014826 552.37 10,600.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 11,152.37
BALANCE OF TAX DUE 104.97CR
INTEREST AND PEN. .00
TOTAL DUE 104.97CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.