HomeMy WebLinkAbout04-30-12p NOTICE OF INHERITANCE TAX pe1111S~/~Val11a ~
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INHERITANCE TAX DIVISION '" ,,,yr~,DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
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27 N FRONT ST
HARRISBURG PA 17101-1606
DATE 04-23-2012
ESTATE OF WALDRON RICHARD P
DATE OF DEATH 05-14-2011
FILE NUMBER 21 11-0616
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
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WALDRON RICHARD PFILE N0.:21 11-0616 ACN: 101 DATE: 04-23-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure groper
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) 56 0,851.44
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 168,369.74
8. Total Assets (8) 729,221.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 6 3. 91.9
10. Debts/Mortgage Liabilities/L.iens (Schedule I) (10) .00
11. Total Deductions C11) 63,291.95
12. Net Value of Tax Return C12J 665,929.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 10.000.00
14. Net Value of Estate Subject to Tax (14) 655,929.23
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 C15) .00 X 00 - ,QO
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate ( 17) S95 . A79 . 73 x 12 = 71 , 499.51
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 60,100.00 x 15 = 9,015.00
19. Principal Tax Due (19)= 80,514.51
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-11-2011 CD014841 3,884.21 73,800.00
10-26-2011 CD015120 .00 2,830.30
TOTAL TAX PAYMENT 80,514.51
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" CC:R), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.