HomeMy WebLinkAbout05-11-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JOHN R ELLIOTT
117 E MARKET ST
YORK
~, ,~ ._~ , _ NOTICE OF INHERITANCE TAX
~-rArs~~~NT`~: ~~LOwANCE OR DISALLOWANCE
y, f- F DEDUCT AND ASSESSMENT OF TAX
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Pennsylvania ,-i~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
''°a~j~ ~~1 ~ ~ ~~+ I+; 4~ DATE 05-07-2012
ESTATE OF EVANS GLENN C
" ~~~,- --,- DATE OF DEATH 02-20-2011
Q~~%.-~~~,~~~: ~, ~;: FILE NUMBER 21 11-0298
~',U~~jE~L~D ~~."PA COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2012
P A 17 4 O 1 - 12 21 ( 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: EVANS GLENN (FILE N0.:21 11-0298 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 F=roper
2. Stocks and Bonds (Schedule B) (2) 16,077.24 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form witF your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 2,464.76
7. Transfers (Schedule G) (7) 426, 042.78
8. Total Assets (8) 444,584.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q)_ 3.871.79
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 24,191.77
11. Total Deductions (11) 28,063.56
12. Net Value of Tax Return (12) 416,521.22
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 416,521.22
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 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 416.~i?1 .?7 x 045 = 18,743.45
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 18,743.45
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
05-16-2011 CD014469 900.00 17,100.00
11-10-2011 CD015204 .00 743.45
TOTAL TAX PAYMENT 18,743.45
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 OF THIS FORM FOR INSTRUCTIONS.
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