HomeMy WebLinkAbout05-11-12nw~ ~; , 11~'4~[ '"NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TA~$ dF'~~~-p( EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ;`._ _ ~0!~.~+ EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 260601
HARRISBURG PA 17128-0601
'!:~ ~~~Y I I ~;~ II' 3y
,.
,.,
(,'FiY i ~.ri I v ~,~..~~.~t~l)
GARY B QUIGLE1Y~~~~A~~ ~'~' PA
428 WOODRUFF WAY
HARRISBURG PA 17112-8958
pennsylvania , i
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 05-07-2012
ESTATE OF NICHOLS PATSIE A
DATE OF DEATH 12-29-2010
FILE NUMBER 21 11-0040
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 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS •-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NICHOLS PATSIE AFILE N0.:21 11-0040 ACN: 101 DATE: 05-07-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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 Dwned 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)
(1) 85,000.00 NOTE: To ensure groper
(2) 6,803.51 credit to your account,
(3) .00 submit the upper portion
of this form witF your
(4) .00 tax payment.
~5) 86, 360.10
c6) .00
c7) 100,922.32
c8) 279,085.93
(9) 30.179.
clo) 1,919.28
11. Total Deductions X11) 32,098.41
12. Net Value of Tax Return X12) 246,987.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1.000.00
14. Net Value of Estate Subject to Tax (14) 245,987.52
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = ,QO
16. Amount of Line 14 taxable at Lineal/Class A rate C16) -00 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) _0~ X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 245,987.52 X 15 - 36,898.13
19. Principal Tax Due C19)= 36,898.13
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-22-2011 CD014171 1,831.74 34,803.00
09-27-2011 CD015007 .00 354.98
TOTAL TAX PAYMENT 36,989.72 _
BALANCE OF TAX DUE 91.59CR
INTEREST AND PEN. .00
TOTAL DUE 91.59CR
+ 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. ^/
+ L~ )