HomeMy WebLinkAbout05-04-12TICS OF INHERITANCE TAX ~~ ~`"`
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BUREAU OF INDIVIDUAL TA~C~b~~~- ENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION -~' O~'~ID~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~,.~,a ~ ~ REV-1547 EX AFP C12-11)
HARRISBURG PA 17128-0601
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CLERK G~~=
oR~H~v~s ~~URT
EILEEN C FIN
79 ST PAUL DRIVE
SALZMANN HUGHES P C
CHAMBERSBURG PA 17201
DATE 04-30-2012
ESTATE OF BEAUMONT CURTIS L
DATE OF DEATH 01-08-2011
FILE NUMBER 21 11-0121
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 F- _ ____
-------------------- ----------------------- ______
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BEAUMONT CURTIS LFILE N0.:21 11-0121 ACN: 101 DATE: 04-30-2012
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)
cl) 144,500.00
c2) .00
c3) 82, 747.00
c4) .00
c5) 41 , 398.06
c6) .00
cn .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 268,645.06
(9)__ 28 , 398.96
clo) 246 840.33
11. Total Deductions (11) 275,239.29
12. Net Value of Tax Return (12) 6,594.23-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax
(14) _ 6,594.23-
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 (16) 00 x 045 =
17 _ .00
. Amount of Line 14 at Sibling rate (17) 00 X 12 =
_ .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due
TAX CREDITS: (19)= .00
rs~rmtni RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-07-2011 CD014273 .00 5,000.00
TOTAL TAX PAYMENT 5,000.00
BALANCE OF TAX DUE 5,000.OOCR
INTEREST AND PEN. .00
TOTAL DUE 5,000.OOCR
* 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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