HomeMy WebLinkAbout05-04-12[ NOTICE OF INHERITANCE TAX pennsylvarna ~~. `"°
~l l n~a-'pl~Ra~sl~~i~r, ALLOWANCE OR DISALLOWANCE ~
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX D1v1S1oN ' G'' ` ~ OF _ D'~fDAXCTI ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~'--~~''.~'.., .. ..,,~) REV-1547 EX AFP C12-11)
HARRISBURG PA 17128-0601
'i!~'°~~~Y-4 ~~l~~ c
CLERK C`=
OR°t'~RN'S C~C~_aRr
IVO V OTTO I I I Clltil~r`~I `''''~~~ ~~ ~A
MARTSON LAW OFFICE
10 E HIGH ST
CARLISLE PA 17013-3093
DATE 04-30-2012
ESTATE OF BURKHOLDER MARY ANN
DATE OF DEATH 09-08-2011
FILE NUMBER 21 11-1033
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
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX - _
APPRAISEMENT
ALLOWANCE
-----------------
O
DISALLOWANCE OF DEDUCTIONS ,
AND ASSESSMENT OF
TAX R
ESTATE OF: BURKHOLDER MARY ANN FILE N0.:21 11-1033 ACN
: 101 DATE: 04-30-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RET
URN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) ~1) .00
NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C) (2)
(3) .00
.00 credit to your account,
submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
.00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3 3,605.98 tax payment.
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) (6) .00
(7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS• ~$) 33.605 98
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)-- 3.6 _Sn
10. Debts/Mortgage Liabilities/Liens (Schedule I)
clo) .00
11. Total Deductions
12. Net Value of Tax Return C11) 3,652.50
13. Charitable/Governmental Bequests; Non-elected 9113 Tr
t 29,953.48
14. Net Value of Estate Subject to Tax us
s (Schedule J) C13) .00
NOTE:
If a c14) 29,953 48
n assessment was issued previously, lines 14
15
reflect figures that
include the tot
l ,
and/or 16, 17, 18 and 19 will
ASSESSMENT OF TAX: a of ALL returns asses sed to date.
15. Amount of Line 14 at Spousal rate (15) 29,953
48 -
0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) . -
X .00
17. Amount of Line 14 at Sibling rate ~~ X 045 = .00
18.
Amount of Line 14 taxable at
Collateral/Class B ra c17)
te C18) oo
00 x 12 = .00
19. Principal Tax Due . X 15 = .00
TAX CREDITS: C19)° .00
+ c"' I NUMBER i DISCOUNT (+)
DATE I 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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