HomeMy WebLinkAbout05-11-12rrr~~ ~~ •~ ,~ - ~~ rzCE OF INHERITANCE TAX pennsylvania~ ~- i
BUREAU OF INDIVIDUAL TAXES{''_: _~ .,hPP'Rl4I~~T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~,~_j,. OF ~Q~n~CTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-1ll
PO BOX 280601 - '
HARRISBURG PA 17128-0601
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WAYNE M PECHT ~l$E~LA~'~D CO., PA
STE 200
1205 MANOR DR
MECHANICSBURG PA 17055-4926
DATE 05-07-2012
ESTATE OF DUGAN MARY C
DATE OF DEATH 07-18-2010
FILE NUMBER 21 10-1018
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2012
(See reverse side under Objections)
Amount Remitted C
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA L7013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E-
REV-1547 EX AFP (12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DUGAN MARY (FILE N0.:~1 In-InIR er_N~ InI nerF• n~_n~_~ni~
TAX RETURN WAS: (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)
L0. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) .00
~2) .00
c3) .00
c4) .00
c5) 13, 025.06
c6) .00
c7) .00
NOTE: To ensure groper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 13,025.06
c9) 6.887.53
clo) 1,002.95
11. Total Deductions X11) 7,890.48
12. Net Value of Tax Return X12) 5, 134.58
13. Charitable/Governmental Bequ ests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 5,134.58
NOTE: If an assessment was issued previously, li nes 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 C16) S . 7 ~4 ~iR x 045 = 231.06
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .OU
19. Principal Tax Due (19)= 231.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
11-23-2011 CD015244 .00 231.06
04-30-2012 SBADJUST .00 4.15
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 231.06
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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