HomeMy WebLinkAbout05-11-12NOTICE OF INHERITANCE TAX Pennsylvania ~
,~.~~-• - ,t~RR~~R-•I ENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TC~c~5~ C~
INHERITANCE TAX DIVISION ~ ~ O`R`s ~ DUCTIDNS AND ASSESSMENT DF TAX REV-1547 EX AFP (12-11)
PO BOX 280601
HARRISBURG PA 17126-06D1 ' t--'~ ~- ' ~- ~- _.~...,
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JACQUELINE 1~'~1!/~j'~~~t)., pq
44 S HANOVER ST
CARLISLE PA 17013-3306
DATE 05-07-2012
ESTATE OF SWAVOLA JOYCE
DATE OF DEATH 01-19-2011
FILE NUMBER 21 11-0145
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2012
(See reverse side render Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~i RETAIN LOWER PDRTION FOR YOUR RECORDS F--
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SWAVOLA JOYCE FILE N0.:21 11-0145 ACN: lnl DeTF~ n~_n~_~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE DF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00
NOTE: To ensure groper
2. Stocks and Bonds (Schedule B) ~2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,8 65.17
6. Jointly Owned Property (Schedule F) ~6) .00
7. Transfers (Schedule G) ~7) .0 0
8. Total Assets c8) 1,865.17
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/'Adm. Costs/Misc. Expenses (Schedule H) ~q) 1,698.98
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 51 , 146.82
11. Total Deductions (I1) 72,845.80
12. Net Value of Tax Return X12) 70,980.63-
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 70,980.63-
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) -n0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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 CALCULATIDN OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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