HomeMy WebLinkAbout05-11-12~' " "' ~+ ,, ~~- `NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TApy-~-~+~ APR~,/~~SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION "--~-\" ~'F'-`YIEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-1ll
PO BOX 280601
HARRISBURG PA 17128-0601
r ~ ~ ;'~~iY ! 1 ~~, ~ I I ~;
", ~_
Q~'riJ~i'v'~ .;,~r~~
CUMBERLA~fvD CO.. PA
EDGAR R LUHN III
480 DOUBLING GAP RD
NEWVILLE PA 17241-9433
DATE 05-07-2012
ESTATE OF FISHBURN MARY R
DATE OF DEATH 07-30-2011
FILE NUMBER 21 11-0958
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2012
(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: FISHBURN MARY RFILE N0.:21 11-0958 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) .00
2. Stocks and Bonds (Schedule B) ~2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (:Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 58,698.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
NOTE: To ensure (,roper
credit to your ar:count,
submit the upper portion
of this form with your
tax payment.
8. Total Assets c8) 58,698.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 10,9 .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions X11) 10,925.00
12. Net Value of Tax Return X12) 47,773.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 47,773.00
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 (16) 47.77.00 x 045 = 2,150.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 2, 150.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
10-25-2011 (0015114 107.50 2,043.00
TOTAL TAX PAYMENT 2,150.50 _
BALANCE OF TAX DUE .50CR
INTEREST AND PEN. .00
TOTAL DUE .50CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~^
~`k^,