Loading...
HomeMy WebLinkAbout05-04-12c ~~~ .r- r~~CC~i~1c ~~ NOTICE OF INHERITANCE TAX ~` ~ ~ ~ ~' ~ ,'iMPA'RATSEMENT, ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL T ~ ~- INHERITANCE TAX DIVISION ; ~ , '"'~~~~DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 w t~ Fi ~ i • C. v C~EE~ CF t GERALD J B~Ytt N~~~(~ . "', . 6 E MAIN ST PO BOX 323 PALMYRA PA 17078-0323 pennsylvarna t~. ~- DEPARTMENT OF REVENUE REV-1547 EX AFP (12-11) DATE 04-30-2012 ESTATE OF WETZEL B I DATE OF DEATH 02-05-2011 FILE NUMBER 21 11-0218 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 ---- ~i RETAIN LOWER PORTION FOR YOUR -------------------- ------------ RECORDS F~ REV-15 ----------- 47 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEME NT, ALLOWANCE _ _________ OR DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX ESTATE OF: WETZEL B IFILE N0.:21 11-0218 ACN: 101 DATE: 04-30-2012 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) 00 2. Stocks and Bonds (Schedule B) (2) . 7,664.62 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) c4) 00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) . 319,56 7.77 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 199,599.83 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: cs) 526.832.22 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q)__ 30.961. 6 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.4 66.01 11. Total Deductions (11) 35,427.57 12. Net Value of Tax Return (12) 491,404.65 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 491,404.65 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 17 18 and 19 , reflect figures that include the total of ALL returns assessed to ASSESSMENT 0 , will date. F TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID C-) 05-04-2011 CD014416 736.84 11-03-2011 CD015164 .00 (15) . 00 X (16) 49 1 .4n4.6F: X cln . nn x cls) .00 X AMOUNT PAID 00 = .00 045 = 22,113.21 12 = .00 15 = .00 c19)= 22, 113.21 4,000.00 7,376.37 TOTAL TAX PAYMENT 22,113.21 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.