HomeMy WebLinkAbout04-30-12r ~ ~~ ~ .,t'~C TICE OF INHERITANCE TAX
~~ APPR`p~'~' ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXE$ ~ I~
INHERITANCE TAX DIVISION ~ •_ _ ~~ OF"'-B@DUCTIONS AND ASSESSMENT OF TAX
PO BDX 280601
HARRISBURG PA 17128-0601
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t JI ,
ANGELA R WINSLOW~ESQ
1500 ONE GATEWAY CENTER
PITTSBURGH PA 15222
cl) .00
~2) .00
c3) .00
c4) .00
~5) 53, 642.63
~6) 169, 187.03
~7) .00
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: CALHOUN HAZEL RFILE N0.:~1 11-n~~~ er_N~ lni nerG. ni_~z_-~n,-~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
L0. Debts/Mortgage Liabilities/L.iens (Schedule I)
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 222,829.66
c9) 14,897.
clo) .00
11. Total Deductions 111) 14,897.23
12. Net Value of Tax Return X12) 207,932.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 207,932.4:5
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 0 0 = ,OQ
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 907.939.43 X 045 = 9,356.96
17. Amount of Line 14 at Sibling rate (17) n 0 X 12 = .OU
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due C19)= 9, 356.96
TAX CREDITS:
rArmtni RtCEIPT I DISCOUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-28-2011 CD015140 .00 9,356.96
DATE 04-23-2012
ESTATE OF CALHOUN HAZEL R
DATE OF DEATH 03-31-2011
FILE NUMBER 21 11-0573
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
TOTAL TAX PAYMENT 9,356.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
+ 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,