HomeMy WebLinkAbout04-30-12
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BUREAU OF INDIVIDUAL TAXES ,- ,~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~_tii ~_ ' .~OF ,~E'I~~CjTIO NS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601
HARRISBURG PA 17128-0601
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- DATE 04-23- 2012
ESTATE OF THOMAS WILMAJEAN H
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WILLIAM S DANIELS
STE 205
1 W HIGH ST
CARLISLE PA 17013-2951
DATE OF DEATH 10-17-2006
FILE NUMBER 21 06-0921
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-22-2012
(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~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: THOMAS WILMAJEAN HFILE N0.:21 06-0921 ACN: 101 DATE: 04-23-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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/Nates Receivable (:Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
(1)
00
(2) .00
(3) .00
(4)
00
(5) 1, 173.23
(6) 83, 000.00
(7) .00
NOTE: To ensure F~roper
credit to your ar.count,
submit the upper portion
of this form witF~ your
tax payment.
8. Total Assets (8) 84,173.23
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 11, 597.94
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7, 18 0.74
11 . Total Deductions ( 11 ) 18 , 778.65
12. Net Value of Tax Return (12) 65,394.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 65,394.58
NOTE: If an assessment was issued previously,
reflec t figures that include the total
ASSESSMENT OF 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:
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
(15) 56, 000.00 X
(16) 9.94-~i8 X
(17) - 00 X
(18) .00 X
00 - .00
045 = 422.76
12 = .00
15 = .00
n9)= 422.76
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-21-2011 CD015098 .00 422.76
10-21-2011 CD015096 93.48- 959.42
TOTAL TAX PAYMENT 1,288.70
BALANCE OF TAX DUE 865.94CR
INTEREST AND PEN. .00
TOTAL DUE 865.94CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU""""/E~~~~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (y~