HomeMy WebLinkAbout04-30-12NOTICE OF INHERITANCE TAX Pennsylvania ~. i
~F_~ ~ ~~'APPR'AI~~;M tE~T, , ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION L.,;_._. DF~ DEIPUCTIDNS AND ASSESSMENT OF TAX REY-1547 IX AFP (12-11)
PO BOX 280601 - -- -
HARRISBURG PA 17128-0601
-.-' .~ ~:~ t .i~~ ~.,; ~ ~ r1J DATE 04-23-2012
ESTATE OF STEVENS DOROTHY J
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OFt~;-~~t~,'`S ;~ ~;~T
DEBRA K WALLET Ci~.~f`,~~`R! ;~ti'`(+i ~`'' ~A
24 N 32ND ST
CAMP HILL PA 17D11-2900
DATE OF DEATH 02-03-2011
FILE NUMBER 21 11-0193
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 ~-
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STEVENS DOROTHY JFILE N0.:21 11-0193 ACN: 101 DATE: n4-~~-~n)~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00
NOTE: To ensure groper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 104,147.89
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 16,979.63
8. Total Assets (8) 121 , 127.52
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 4.9 30.95
10. Debts/Mortgage Liabilities/L.iens (Schedule I) C10) 3.28 7.46
11. Total Deductions (11) 8,218.41
12. Net Value of Tax Return (121 112,909.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 112,909.11
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 1 7, 909 _ 1 I x 045 = 5, 080.91
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .OD
19. Principal Tax Due (191= 5,080.9a
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-02-2011 CD014399 184.21 3,500.00
11-01-2011 CD015156 .00 1,396.70
TOTAL TAX PAYMENT 5,080.91
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. 'r