HomeMy WebLinkAbout03-05-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17126-0601
-~~,F,,,p~ ONCE TAX Pennsylvania ~
APPRAISE~j~ ,'~~. LL 'N~~?O'R DISALLOWANCE DEPARTMENT OF REVEN UE
DF DEDI~r~!Q}3$,, A'Ad~iASI~ESSMENT OF TAX REV-1547 EX AFP (1z -11)
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ESTATE OF HONEYWELL ELEANOR B
CLERK ~~ DATE OF DEATH U3-24-2011
~RP{'~hlr~~C ~I~,~RfILE NUMBER "e!1 L1-0404
",)~ r~ ~UNTY CUMBERLAND
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GERALSD J BRINSER N 1.01
6 E MAIN ST APPEAL DATE: 04-2 8-2012
PO BOX 323 (See reverse side under Objections)
PALMYRA PA 17078-171D Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL ONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4'~
REV-15 47 EX AFP C12-111 NOTLGE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HONEYWELL ELEANOR BFILE N0.:21 11-0404 ACM: 101 DATE: 02-28-2012
TAX RETURN WAS: C X 7 ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGZNAL RETURN
L. Real Estate (Schetlu le A) (1) •DO NOTE: To ensure proper
2. Stocks and Bon tls (Sehedulo B) (2) .00 cretlit to your account,
00 submit the upper portion
3. .
Closely Held Stock/Partnership Interest (Schedule C) (31 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •OD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 154,506.18
6. Jointly Owned Property (Schedule F7 (61 .DO
7. Transfers (Schedule G) (77 .00
e. Total Assets (87 156.506.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16.835.55
10. Debts/Mortgage Liabi if ties/Liens (Schedule I) (107 6,729.57
11. Total Deductions (117 23,565.12
12. Net Value of Tax Return (127 132,941.06
13. Charitable/Governmental BequaSts; Non-elected 9113 Trusts CSChetlule J) (l3) 6.647.06
14. Net Value of Estate Subject to Tax (14) 126,294.00
NOTE: If an assessment was issued previously, lines 14. 15 an d,7or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount pf Line 14 at Spousal rate (157 .UO 7( 00 = .00
16. Amounk of Line 14 taxah Le at Lineal/Glass A rate (16) 126. 294-DD X 045 = 5,683.23
17. Amount of Line 14 at Sibling rate (177 "nn X I2 = .00
18. Amount of Lane 14 taxable at Cpllataral/Class B rate (18) .00 7( 15 = .00
19. Principal Tax Dua (197= 5,683.23
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) ~
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-22-2011 CD014623 284.16 5,445.00
02-21-2012 REFDND .00 45.93-
.
TOTAL TAX PAYMENT 5,683.23
BALANCE OF TAX DUE .00
INTEREST AND PEN. .DD
TOTAL DUE .00
+~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRT, VDU MAY BE DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE ~OF THIS FORM FOR INSTRUCTIONS. ,_