HomeMy WebLinkAbout04-30-12r. r ~Dp,~r~ NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL. "C~~$ - ~~I'I't^ISEMENT, ALLOWANCE OR DISALLOWANCE DEPAR'fMENTOFREVENUE
INHERITANCE TAX DIVISION ~'in 4' ~- ~- '~~~-~O'F DEDUCTIONS AND ASSESSMENT OF TAX ---~--~'
REV-1547 EX AFP C12-lll
PO BOX 280601
HARRISBURG PA 17128-0601
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HAMILTON C; DAVIS
STE 6
20 E BURD ST
SHIPPENSBURG PA 17257-1328
DATE 04-23-2012
ESTATE OF SPENCER GERTRUDE M
DATE OF DEATH 02-04-2011
FILE NUMBER 21 11-1165
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 (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SPENCER GERTRUDE MFILE NO.:~I 17-IIAF: ecN~ lnl neTC. ni_~z_-~n,o
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Honds (Schedule B)
3. Closely Held Stock/PartnersFiip 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)
10. Debts/Mortgage Liabilities/L.iens (Schedule I)
cl) .00
c2) .00
c3) .00
c4) .00
c5) 1 , 371.45
c6) 27,311.94
c7) 58,612.00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) _ 87 , 295.39
~q) 3.275.09
clo) 1 , 138.76
11. Total Deductions C11) 4,413.85
12. Net Value of Tax Return C12) 82,881.54
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 82,881.54
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 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) _
R7.RR1 .S4 x 045 3,729.67
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) .00 X 15 - .00
19. Principal Tax Due (19)= 3,729.67
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
10-28-2011 CD015144 .00 3,729.67
TOTAL TAX PAYMENT 3,729.67
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" ((:R)> YOU MAY BE DUE
FOR CALCULATION OF ADDITIDNAL INTE=REST. A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS. /rn