HomeMy WebLinkAbout04-30-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '`ire ~~~..)Af~P12Ag l~FF' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION . ~-- ~F .L ~ I ONS AND ASSESSMENT OF TAX
PO BOX 280601 ,^~
HARRISBURG PA 17128-0601 ~ - ~ `-~ ~~ '`~'7
CLERK ~';;=
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ROBERT R BLACKC~,~~~.!~n ~~ :~" ff ~ `) ~H.
36 S HANOVER ST
CARLISLE PA 17013-3306
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-1ll
DATE 04-23-2012
ESTATE OF GLENN SAMUEL R
DATE OF DEATH 02-21-2011
FILE NUMBER 21 11-0295
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-
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GLENN SAMUEL RFILE N0.:21 11-0295 ACN: 101 DATE: 04-23-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 195,000.00
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) 0 0 submit the upper portion
of this form witr your
4. Mortgages/Notes Receivable (Schedule D) (4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 100,832.73
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 100,205.38
s. Total Assets (8) 396,038.11
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 17,171.18
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 7 38.99
11. Total Deductions (11) 17,910.17
12. Net Value of Tax Return (ly) 378,127.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 378,127.94
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 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 37 8.177.94 x 045 = 17,015.76
17. Amount of Line 14 at Sibling rate (17) 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)= 17,015.76
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-04-2011 CD014407 526.32 10,000.00
11-01-2011 CD015151 .00 6,489.46
TOTAL TAX PAYMENT 17,015.78
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
^ 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. ~y1