HomeMy WebLinkAbout05-11-12~, ,, , ;_~,~-I~TICE OF INHERITANCE TAX Pennsylvania ~
~'i ~-•- ~4PP4tA ,~EK€NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES rr
INHERITANCE TAX DIVISION 4 ,~~,_ _ OF i~~17;uCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-1ll
PO BOX 2806D1
HARRISBURG PA 17128-0601
~i! ~~ I°~Y I I ~;~~~ ~ i ~ 35
,,~W}r,.~ 1 ~-,.
~~l1MBERL~~ID ~;0.. Ply
LISA MARIE CO E ESQ
3901 MARKET ST
CAMP HILL PA 17011-4227
DATE 05-07-2012
ESTATE OF BARNER MARY C
DATE OF DEATH 05-21-2009
FILE NUMBER 21 09-0721
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: BARNER MARY (FILE N0.:21 09-0721 ACN: lnl nerF~ n~_n~_~ni~
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
~1) 26,000.00
c2) 144,737.63
c3) .00
c4) .00
c5) 10,648.76
c6) .00
c7) .00
NOTE: To ensure Proper
credit to your account,
submit the upper portion
of this form witF: your
tax payment.
cs) 181.386.39
c9) 7 . ~ . 96
clo) 22, 174.91
11. Total Deductions X11) 49,487.87
12. Net Value of Tax Return C12) 131,898.52
13. Charitabl e/Governmental Bequ ests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 131,898.52
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 00 - ,QO
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 131 .898.x,2 X 045 = 5,935.43
17. Amount of Line 14 at Sibling rate (17) -00 X 12 = .OQ
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 5, 935.43
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
08-21-2009 CD011654 296.77 7,000.00
TOTAL TAX PAYMENT 7,296.77 _
BALANCE OF TAX DUE 1,361.34CR
INTEREST AND PEN. .00
TOTAL DUE 1,361.34CR
* 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. (\~