HomeMy WebLinkAbout04-30-12NOTICE OF INHERITANCE TAX Pennsylvania ~r
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BUREAU OF INDIVIDUAL TAXES ~`~-'--~~-'~'AP~I~d'~M~~(-T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ,~` ':~. ' ~ ~;O~F.~ D~prl~6TIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
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PO BOX 280601 ~ ~ .._.
HARRISBURG PA 17128-0601
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KEITH 0 BRENNEM~hI ~~~ 1~ ~ ~ ~ . ~l~,
44 W MAIN ST
MECHANICSBURG PA 17055-6249
DATE 04-23-2012
ESTATE OF WOLF HELEN J
DATE OF DEATH 01-28-2D11
FILE NUMBER 21 11-0139
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 C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WOLF HELEN _ JFILE N0.:21 11-0139 ACN: 101 DATE: 04-23-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 165,000.00
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) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •OD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5 39,199.74
6. Jointly Owned Property (Schedule F) (6) 278,948.16
7. Transfers (Schedule G) C7) 192,915.81
8. Total Assets (8) 1.176,063.71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) .47.74
10. Debts/Mortgage Liabilities/L.iens (Schedule I) (10) 10,816.53
11. Total Deductions (11) 24,364.27
12. Net Value of Tax Return ( 12) 1 , 151 , 699.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 , 151 , 699 .44
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 C16) 1 . 1 41.699.44 X 045 = 51 , 376.4-7
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) 10,000.00 X 15 - 1,500.00
19. Principal Tax Due (19)= 52,876.47
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-21-2011 CD014351 2,643.82 60,000.00
TOTAL TAX PAYMENT 62,643.82
BALANCE OF TAX DUE 9,767.35(:R
INTEREST AND PEN. .00
TOTAL DUE 9,767.35(:R
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" ([:R), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FUR INSTRUCTIONS.
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