HomeMy WebLinkAbout05-11-12r, ,,.,,,-~ N,Q, I ~E OF INHERITANCE TAX
`~''' y ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~ '~APRRAI3~w~.~ r
INHERITANCE TAX DIVISION ~"',~~-:', OF ;1JED~Q4~jIONS AND ASSESSMENT OF TAX
PO BOX 260601
HARRISBURG PA 17128-0601
_ -.
CUMBERf~ND CO., PA
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG PA 17055-9751
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-1ll
DATE 05-07-2012
ESTATE OF ALEXANDER ROBERT L
DATE OF DEATH 01-28-2011
FILE NUMBER 21 11-0178
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2012
(See reverse side render 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: ALEXANDER ROBERT LFILE N0.:21 11-0178 ACN: 101 DATE: 05-07-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 3 0,460.24 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,985.43
6. Jointly Owned Property (Schedule F) (6) 242,460.96
7. Transfers (Schedule G) (7) 32,658.06
8. Total Assets (8) 320 , 564.69
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 10.951.94
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 19 3.32
11. Total Deductions (11) 11,145.26
12. Net Value of Tax Return (12) 309,419.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 309,419.43
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 - 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 309. 419.43 X 045 = 13,923.87
17. Amount of Line 14 at Sibling rate (17) .(10 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 13,923.87
TAX CREDITS:
rAVMENT RECEIPT DISCOUNT (+j AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-18-2011 CD015228 23.98- 13,951.27
TOTAL TAX PAYMENT 13,927.29 _
BALANCE OF TAX DUE 3.42CR
INTEREST AND PEN. .00
TOTAL DUE 3.42CR
* 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 ~}~'
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