HomeMy WebLinkAbout05-04-12~{~~.~{1~' t~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ r~p~~f#'I;SLL~1~,' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r~{-~= • ~ ~F DEDItG~ONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
IVO V OTTO III
MARTSON LAW OFFICE
10 E HIGH ST
CARLISLE PA
17013-3093
pennsylvarna ~'~'~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 04-30-2012
ESTATE OF SUNDAY HARVEY P
DATE OF DEATH 12-12-2010
FILE NUMBER 21 10-1271
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-29-2012
(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 E~ _ _
-------------------- ----------------------- _______
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SUNDAY HARVEY PFILE N0.:21 10-1271 ACN: Ini Herr. n: ~„ -,..,.,
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 00
2.
Stocks and Bonds (Schedule B)
C2) .
4,064.4 7 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6,481.60
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) ~7) .00
8. Total Assets
APPROV
ED DEDUCTIONS AND EXEMPTIONS: cs) __ 10,546.07
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) _ 3. 9.04
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 39.858.76
11. Total Deductions C11) 43,417.80
12. Net Value of Tax Return C12) 32,871.73-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) _ 32,871.73-
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
ASSESSMEN returns assessed to date.
T 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) I10 x 04 5 =
17
A .00
.
mount of Line 14 at Sibling rate (17) 00 X 12 =
.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due
TAX CREDITS (19)= .00
:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ('~~
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