HomeMy WebLinkAbout04-30-12BUREAU OF INDIVIDUAL TAkEfi` ~'. _C~~~ f OTICE OF INHERITANCE TAX Pennsylvania .. i~
APbI~~MENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ,
INHERITANCE TAX DIVISIDN - - - ' OF~-D'EDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (12-1ll
PO BOX 280601
HARRISBURG PA 17128-0601
n
WILLIAM S DANIELS
STE 205
1 W HIGH ST
CARLISLE PA 17013-2951
DATE 04-23-2012
ESTATE OF RICE DOROTHY C
DATE OF DEATH 02-26-2010
FILE NUMBER 21 10-0283
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 t-•
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RICE DOROTHY (FILE N0.:21 10-0283 ACN: 101
OR
DATE: 04-23-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( 3 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 36,810.70 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 0 0 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) 39,451.91
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 1 , 534.21
8. Total Assets (8) 77,796.82
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 6,509.7
10. Debts/Mortgage Liabilities/L.iens (Schedule I) C10) 7,575.44
11. Total Deductions C11) 14,084.55
12. Net Value of Tax Return (12) 63,712.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 63,712.27
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) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 63.T1?_77 x 045 = 2,867.05
17. Amount of Line 14 at Sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 - QO
19. Principal Tax Due (19)= 2,867.05
TAX CREDITS:
t"N TI'I C IYI rct~tiri ll1S000NT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-19-2010 CD012774 138.95 2,640.00
10-24-2011 CD015107 2.48- 95.00
TOTAL TAX PAYMENT 2,871.47
BALANCE OF TAX DUE 4.42CR
INTEREST AND PEN. .00
TOTAL DUE 4.42t:R
* 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. f'