HomeMy WebLinkAbout05-11-12-~-,,.~ {1 NOTICE OF INHERITANCE TAX Pennsylvania - ~
~`-~~L~~`~ `' - -1C~'~-.I~A~Y~EMENT, ALLOWANCE OR DISALLOWANCE '~.
BUREAU OF INDIVIDUAL fiA~[ES ,• DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION L `"~I~CjDEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (12-1ll
PO BOX 280601 i`._ _ ... ..~ ~• ---
HARRISBURG PA 17128-0601
.: . ! ~i~ ~ ~ fi€i ~~= ~~ DATE 05-07-2012
ESTATE OF POOLE ANNE W
^'"'~" ~ DATE OF DEATH 06-26-2011
((~~~~~)~~~•~r,j`~'~, i,~~((j;;; ~~ FILE NUMBER 21 11-0855
ELYSE E R00£KS~~'S`QU~E"~" D~ COUNTY CUMBERLAND
ACN 101
STE E400 APPEAL DATE: 07-06-2012
6 3 5 N 12 T H S T ( See reverse side under Objections
LEMOYNE PA 17043-1225 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 F-
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEME NT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: POOLE ANNE WFILE N0.:21 11-0855 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) (1) .0 0
NOTE: To ensure Groper
2. Stocks and Bonds (Schedule B) (2) 145, 000.00 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) 4 8,28 3.9 3 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 164,329.20
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 56,843.21
8. Total Assets (e) 414,456.34
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q)_ 9.110.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,4 30.33
11. Total Deductions (11) 10,540.83
12. Net Value of Tax Return C12) 403,915.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 403,915.51
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 return s 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) 403 .91 r,. mil X 045 = 18, 176.20
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = ,00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - ,OO
19. Principal Tax Due (19) = 18, 176.20
TAX CRE DITS:
~~,^°~~~ rcn~tiri DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-22-2011 CD014994 773.68 14,700.00
11-21-2011 CD015245 .00 2,702.52
TOTAL TAX PAYMENT 18,176.20
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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