HomeMy WebLinkAbout05-11-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~t `~-PPRAi5~11(~N~~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION C~ ~~ OF DEDI~C}Z+IDNS AND ASSESSMENT OF TAX
PD BOX 280601 I It^ ~_,.._ _i. V
HARRISBURG PA 17128-0601
- ,~.-
DAVID J STONE ES~UM6ERLAND CO., PA
414 BRIDGE ST
NEW CUMBERLAND PA 17070-1927
Pennsylvania ~~~ i ~~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 05-07-2012
ESTATE OF LEIBIG AMBER M
DATE OF DEATH 02-25-2011
FILE NUMBER 21 11-0304
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2012
(See reherse 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 H
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEIBIG AMBER MFILE N0.:21 11-0304 ACN: 101 DATE: 05-07-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 147,000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2,100.35 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) 24,672.44
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 202, 258.09
8. Total Assets c8) 376 , 030.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 38,64 5.78
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 45,472.74
11. Total Deductions C11) 84, 118.52
12. Net Value of Tax Return C12) 291,912.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 291 , 912.36
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 (16) 997 .917.36 x 045 = 13, 136.06
17. Amount of Line 14 at Sibling rate (17) -0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 13, 136.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
05-23-2011 CDOI4496 656.80 17,500.00
TOTAL TAX PAYMENT 18,156.80 _
BALANCE OF TAX DUE 5,020.74CR
INTEREST AND PEN. .00
TOTAL DUE 5,020.74CR
• 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. ~
~~