HomeMy WebLinkAbout05-11-12NOTICE OF INHERITANCE TAX
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INHERITANCE TAX DIVISION :,~.~'.-' ~ OF~;{ p~DUCTIONS AND ASSESSMENT OF TAX
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SHIPPENSBURG PA 17257-9212
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DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-1ll
DATE 05-07-2012
ESTATE OF HENDERSON WILLIAM L
DATE OF DEATH 09-04-2010
FILE NUMBER 21 10-0933
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2012
(See reverse side under Objections)
Amount Remitted C
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
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: HENDERSON WILLIAM LFILE N0.:21 10-0933 ACN: 101 DATE: 05-07-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) •DD NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,458.54 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) DD submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,4 34.54
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 3,893.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 5 33.08
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 533.0$
12. Net Value of Tax Return (12) 3,360.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 308,248.51
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 0 0 - .OD
16. Amount of Line 14 taxable at Lineal/Class A rate (16) R4.S?0.7] x 045 = 3,803.43
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 223,727.80 x 15 = 33,559.17
19. Principal Tax Due (19)= 37,362.6D
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PALD
12-03-2010 CD013733 1,847.34 35,099.46
10-19-2011 CD015087 .00 415.80
04-30-2012 SBADJUST .00 4.67
TOTAL TAX PAYMENT 37,362.60
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. ~~