HomeMy WebLinkAbout05-11-12r ,,,.,~j .~ .~ f~D~ICE OF INHERITANCE TAX Pennsylvania i
BUREAU OF INDIVIDUAL TAXES ' AF~PI~IC~~,y~..~ NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~
INHERITANCE TAX DIVISION ~ '" ! -OF~'Y~CI~JCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 ~~ ~- --
HARRISBURG PA 17126-0601
DATE 05-07-2012
ESTATE OF FORRY LEE J
DATE OF DEATH 02-18-2011
FILE NUMBER 21 11-0266
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
_,
GF~H,~~~~ :i~~t~Y
EDMUND G MYER~I)~~~~~'a~~~ CO.. PA
301 MARKET STREET
PO BOX 1D9
LEMOYNE PA 17043-0109
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: FORRY LEE JFILE N0.:21 11-0266 ACN: 101 DATE: 05-07-2012
TAX RETURN WAS: (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 Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
I1) 58,000.00
cz) .00
c3) .00
c4) .00
~5) 10,055.57
c6) .00
c7) .00
NOTE: To ensure groper
credit to your account,
submit the upper portion
of this form witF your
tax payment.
c8) 68 , 055.57
(9) 8,6D6.70
clD) 19,941.51
11. Total Deductions X11) 28,548.21
12. Net Value of Tax Return C12) 39,507.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 39,507.36
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 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 39 . S07 . i6 x 045 = 1 , 777.83
17. Amount of Line 14 at Sibling rate C17) DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 1 , 777.83
TAX CREDITS:
rnTmtni KhCEiPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-21-2011 CD015230 .00 1,777.83
04-30-2012 SBADJUST .00 .44
TOTAL TAX PAYMENT 1,777,83
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 DF T'HIS FORM FOR INSTRUCTIONS
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