HomeMy WebLinkAbout04-30-12r~ ~, f., ..,NOTICE OF INHERITANCE TAX Pennsylvania i
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BUREAU OF INDIVIDUAL TAXES -,_ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVTSION j"'~;_ ~~_~ i ~ ~~ O~ ~~~t'1CTIDNS AND ASSESSMENT OF TAX REV-1547 EX AFP <12-1ll
PO BOX 280601 - "' ~-~-
HARRISBURG PA 17128-0601
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CHARLES E SHI~L~~S~ ~~Y~'~~ ~~ ~p,.
6 CLOUSER RD
MECHANICSBURG PA 17055-9751
DATE 04-23-2012
ESTATE OF ROBINSON ELLEN M
DATE OF DEATH 12-24-2010
FILE NUMBER 21 11-0007
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 (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROBINSON ELLEN MFILE N0.:21 11-0007 ACN: lnl nerF~ n~_~z_~ni~
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure F~roper
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) 3 2,8 91.11
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 38, 069.70
8. Total Assets (8) 70 , 960.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q)_ 8.381.51
10. Debts/Mortgage Liabilities/L.iens (Schedule I) (10) 441.48
11. Total Deductions (11) 8,822.99
12. Net Value of Tax Return C12) 62, 137.82
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 6,213.78
14. Net Value of Estate Subject to Tax (14) 55,924.04
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 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .On x 045 = .00
17. Amount of Line 14 at Sibling rate (17) 12.427.Sb X 12 = 1,491.31
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 43,496.48 X 15 - 6,524.47
19. Principal Tax Due (19)= 8,015.78
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-21-2011 CD014168 337.50 6,412.50
10-28-2011 CD015133 3.53- 1,269.62
TOTAL TAX PAYMENT 8,016.09 _
BALANCE OF TAX DUE .31CR
INTEREST AND PEN. .00
TOTAL DUE .31CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
FOR CALCULATION OF' ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~'~
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