HomeMy WebLinkAbout05-04-12,~ y~,p( ~,~ .T,~~;E INHERITANCE TAX pennsylvarna 5,'~ ~ ~"
AT'S-EMIENT',r'~~OWANCE OR DISALLOWANCE t
BUREAU OF INDIVIDUAL TAXES L DEPARTMENT OF REVENUE r
INHERITANCE TAX DIVISION ~~~1!~;~:rD€~U•GTI~~S~ AND ASSESSMENT OF TAX
PO BOX 260601 REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601
JOEL R ZULLINGER
STE 200
14 N MAIN ST
CHAMBERSBURG
-~~.' 1 ~ ~iQ Y ^ ~F ~ii`-i f I ' ~ ~} DATE
04-30-2012
ESTATE OF DAVIDSON RUTH H
CLERK ~r DATE OF DEATH 08-10-2011
ORPHA±~1`S i~~i~r FILE NUMBER 21 11-0901
CUI~~~s~'RL r~N!) (,{~ . P~, COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-29-2012
(See reverse side under Objections)
PA 17201-1814 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 •~
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
---------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DAVIDSON RUTH HFILE N0.:21 11-0901 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) ~1) 00
2. Stocks and Bonds (Schedule B) . NOTE: To ensure proper
C2) ,00 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) C5) .
208,98 7.47 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G)
~7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 208.987 47
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ 13.x,72 ;;
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.923.65
11. Total Deductions
12. Net Value of Tax Return cll) 16,495.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch
d
l (12) 192,491.49
e
u
e
14. Net Value of Estate Subject to Tax J) C13)
.00
c14) 192,491.49
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
,
reflect figures that include the total of ALL returns ,
and 19 will
ASSESSMENT OF TAX: assessed to d t
15. Amount of Line 14 at Spousal rate (15) 00
00 =
16. Amount of Line 14 taxable at Lineal/Class A rate C16)
19 .
X
49
~ .00
__
17. Amount of Line 14 at Sibling rate .
1
9 x 045 =
8, 662.12
(17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 00 X 12
00
15 = .00
-
19. Principal Tax Due .
X - .00
TAX CREDITS:
c19)= 8,662.12
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOU NT PAID
11-04-2011 CD015174 433
11
. 8,229.02
TOTAL TAX PAYMENT 8,662.13
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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. n~'~
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