HomeMy WebLinkAbout05-04-12N DICE OF INHERITANCE TAX ennS ~ ~'b
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BUREAU OF INDIVIDUAL TAXES T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~~ ~ `. OF "'1~E71f~1CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~ REV-1547 EX AFP C12-11)
HARRISBURG PA 17128-0601
CLERK ~;,'``
((~~~~'ORPN~I'S 4 OiJR r
WILLIAM B AN51`'Ph1'E"r~R Q"~~ ~~~' DA,
117 E MARKET ST
YORK PA 17401-1221
DATE 04-30-2012
ESTATE OF GREEN WARD E
DATE OF DEATH 01-03-2011
FILE NUMBER 21 11-0057
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 SpUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- --• RETAIN LOWER PORTION FOR YOUR
-------------------- ---------- RECORDS ~--
EV-15 ---------
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47 EX AFP C12-11) NOTICE OF INHERITANCE TAX
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APPRAISEM
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ENT, ALLOWANCE
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OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: GREEN WARD EFILE N0.:21 11-0057 ACN: 101 DATE: 04-30-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
. NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 220, 104.31 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 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) (5) 28,755.36
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) - 248.859.67
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q)_ 78. 99. 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 3.86 6.93
11. Total Deductions (11) 22,266.27
12. Net Value of Tax Return C12) 226,593.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 226,593.40
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 996 . S93 . ~0 x 045 = 10, 196.70
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) .00 )( 15 = .00
19. Principal Tax Due
TAX CREDITS: (19)= 10, 196.70
•^•••-^~ R~~eiri DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-17-2011 CD014150 500.00 9,500.00
09-28-2011 CD015013 .00 196.70
TOTAL TAX PAYMENT 10,196.70
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.
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