HomeMy WebLinkAbout05-11-12NOTICE OF INHERITANCE TAX pennsylvania ~'
~~~sr i P EMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL ~~ ,~:~ ~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION _ _ ~~ (~~F EDUCTIONS AND ASSESSMENT DF TAX ---
PO BOX 280601 ~ ~ REV-1547 EX AFP (12-1ll
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HARRISBURG PA 17128-0601 `-~ '~
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PERSUN HEIM PC
PO BOX 659
MECHANICSBURG PA 17055-0659
DATE 05-07-2012
ESTATE OF DUNLEVEY MARY R
DATE OF DEATH 08-28-2011
FILE NUMBER 21 11-0991
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-D6-2012
(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
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPR -----
AISEM ---------------
ENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: DUNLEVEY MARY RFILE N0.:21 11-0991 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) C1) 149, 100.00 NOTE: To ensure F-groper
2. Stocks and Bonds (Schedule B) (2) .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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,765.37
6. Jointly Owned Property (Schedule F) (6) 143,408.07
7. Transfers (Schedule G) (7) .00
8. Total Assets (B) 300 , 273.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 17.004.8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4.381.86
11. Total Deductions (11) 21,386.68
12. Net Value of Tax Return (12) 278,886.76
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 278,886.76
NOTE: If an assessment was issued previously, li nes 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 00 - QO
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 77R.771 .77 X 045 = 12,544.73
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) 115.00 7( 15 - 17.25
19. Principal Tax Due (19)= 12,561.98
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
11-23-2011 (0015243 628.10 11,933.88
TOTAL TAX PAYMENT 12,561.98
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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