HomeMy WebLinkAbout04-30-12r~,~~._ L~ TICS OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAX ~~~~'r kPRK/GI~s 'ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE Tax DIVISION 1. 9F ~,'D~fE'~UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -~
HARRISBURG PA 17126-0601
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124 W HARRISBURG ST
DILLSBURG PA 17019-1268
Pennsylvania i -
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-1ll
DATE 04-23-2012
ESTATE OF SOWERS SARA E
DATE OF DEATH 02-11-2011
FILE NUMBER 21 11-0265
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: SOWERS SARA FFILE NO._71 11-n~~~ erN, Ini nerG. ni_~z_-,n,~
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure Proper
2. Stocks and Bonds (Schedule B) (2) .0 0 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) C5) 920,395.15
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 920 , 395.15
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 30.214.17
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 117.00
11. Total Deductions (11) 30,331.17
12. Net Value of Tax Return (12) 890,063.98
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 890,063.98
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 890~~i.9~ x 045 = 40,052.88
17. Amount of Line 14 at Sibling rate C17) ~~0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 40, 052.88
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
05-03-2011 CD014417 2,002.64 39,000.00
TOTAL TAX PAYMENT 41,002.64 _
BALANCE OF TAX DUE 949.76CR
INTEREST AND PEN. .00
TOTAL DUE 949.76CR
* 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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