HomeMy WebLinkAbout05-11-12T FE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TaxES ~'~_ ,~P'Pt3a~~!s&' ~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '~~~ bE.~U~'IDN$ AND ASSESSMENT OF TAX
PO BOX 280601 • '-- ~ '
HARRISBURG PA 17128-0601
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JOHN E SL IKE ESGr'~~~tSC~;Ltv~~u ~~ ~ FA `
STE 400
635 N 12TH ST
LEMOYNE PA 17043-1247
Pennsylvania i
DEPARTMENT OF REVENUE ~~~
REV-1547 EX AFP (12-11)
DATE 05-07-2012
ESTATE OF ARNOLD SARA 0
DATE OF DEATH 03-15-2011
FILE NUMBER 21 11-0460
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 -1 RETAIN LOWER PORTION FOR YOUR RECORDS F-
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ARNOLD SARA OFILE N0.:21 11-0460 ACN: 101
OR
DATE: 05-07-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 140,000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 158,785.94 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) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 101 , 041 .56
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .DO
8. Total Assets (8) 399 , 827.50
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 4 2,34 7.41
10. Debts/Mortgage Liabilities/Liens (Schedule I) ( 10) 18.376.34
11. Total Deductions (11) 60,723.75
12. Net Value of Tax Return (12) 339, 103.75
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 339, 103.75
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) .00 x 045 = .00
17. Amount of Line 14 at Sibling rate (17) R4.77S.94 X 12 = 10, 173.11
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 254,327.81 X 15 - 38,149.17
19. Principal Tax Due (19)= 48,322.28
TAX CREDITS:
rArmtni KtCEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-14-2011 CD014580 2,416.11 46,000.00
04-30-2012 REFUND .00 93.83-
TOTAL TAX PAYMENT 48,322.28
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. nC~
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