HomeMy WebLinkAbout05-11-12yy~~,NOTICE OF INHERITANCE TAX
r.~ AP~RI~A~EMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL T;dXE:~ ` '
INHERITANCE rnx DIVISION ~ 'Q'.F~ SEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 r..~ , _ ., •. ' " `
HARRISBURG PA 17128-0601
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MICHAEL L B~~-~L~1~vG VL'" tp1
429 S 18TH ST
CAMP HILL PA 17011-5902
pennsylvania
DEPARTMENT OF REVENUE is
REV-1547 EX AFP (12-11)
DATE 05-07-2012
ESTATE OF MCCLELLAN PHYLLIS M
DATE OF DEATH 03-15-2011
FILE NUMBER 21 11-0382
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2012
(See reverse 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 ~-
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCLELLAN PHYLLIS MFILE N0.:21 11-0382 ACN: lnl DATE. n~-n~-~nl~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 121,359.92 NOTE: To ensure F~roper
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) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,554.20
6. Jointly Owned Property (Schedule F) (6) 13, 126.83
7. Transfers (Schedule G) (7) 83,246.94
8. Total Assets (B) 225.287.89
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 13.137.18
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.8 70.49
11. Total Deductions C11) 15,007.67
12. Net Value of Tax Return ( 12) 210 , 280.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 210,280.22
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
(15) .00 X
(16) 71 0 .280 - ? X
(17)_ - 00 X
(ls) .00 x
00 = .00
045 = 9,462.61
12 = .00
15 = .00
(19)= 9,462.61
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-08-2011 CD014557 452.63 8,600.00
11-10-2011 CD015205 .00 409.98
TOTAL TAX PAYMENT 9,462.61
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, i';~
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