HomeMy WebLinkAbout04-30-12NOTICE OF INHERITANCE TAX
'=-'~ ~ _ f1~;~?Ii~;iSEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL .TrA~CES
INHERITANCE TAX Drv1S1oN _ - '.:~, OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ._. _ _ .. ~ j' -~ '~-~
HARRISBURG PA 17128-D601
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HAROLD S~~~N_T~I°T~~'~ ~SQ~ ~`n~'
IRWIN LAW OFFICE
64 S PITT ST
CARLISLE PA 17013-3220
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C3) .00
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c5) 103, 705.69
c6) .00
c7) 189,654.62
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS !--
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FIELDS RICHARD LFILE N0.:21 11-0743 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)
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
APPRDVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CostslMisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/L.iens (Schedule I)
Pennsylvania
DEPARTMENT OF REVENUE `
REV-1547 EX AFP (12-11)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 293,360.31
C9) 15.9 0
clo) 183.27
11. Total Deductions C11) 16, 136.77
12. Net Value of Tax Return C12) 277,223.54
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 277,223.54
NOTE: If an assessment was issued previously, li nes 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 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 777.77 S4 X 045 = 12,475.06
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 12,475.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
09-12-2011 CD014954 .00 11,000.00
10-28-2011 CD015136 .00 925.06
INTEREST IS CHARGED THROUGH 05-08-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
DATE 04-23-2012
ESTATE OF FIELDS RICHARD L
DATE OF DEATH 06-11-2011
FILE NUMBER 21 11-0743
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 11,925.06
BALANCE OF TAX DUE 550.00
INTEREST AND PEN. 2,62
TOTAL DUE 552.62
^ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (C;R), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. i.~~,