HomeMy WebLinkAbout05-11-12.r~,~ ~~~ ~pTICE OF INHERITANCE TAX Pennsylvania i
14PPl~b ENT, ALLOWANCE OR DISALLOWANCE '
BUREAU OF INDIVIDUAL TAXE$ C', ~. DEPARTMENT OF REVENUE
INHERITANCE TAX DIYISIDN C _,~ -~ dF•' ~DUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-lll
PO BOX 280601
HARRISBURG PA 17128-0601
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Cli~!FSERt..~'' is G., 'PA
RICHARD L PLACEY ESQ
3621 N FRONT ST
HARRISBURG PA 17110-1533
DATE 05-07-2012
ESTATE OF PURCELL BARBARA A
DATE OF DEATH 04-19-2011
FILE NUMBER 21 11-0529
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 F-
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PURCELL BARBARA AFILE N0.:21 11-0529 ACN: 101 DATE: 05-07-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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)
~l) 225,000.00
c2) 54,529.25
c3) .00
c4) .00
c5) 35,674.31
c6) 653.72
c7) 986,311.73
NOTE: To ensure F°roper
credit to your account,
submit the upper portion
of this form witF your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cs) 1,302,169.01
c9) 102 , 997.58
clo) 3,915.71
11. Total Deductions C11) 106,913.29
12. Net Value of Tax Return X12) 1,195,255.72
13. Charitabl e/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) 16,000.00
14. Net Value of Estate Subject to Tax C14) 1,179,255.72
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflec t 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 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 045 = .0 0
17. Amount of Line 14 at Sibling rate (17) 1 .081 .~17~1 X 12 = 129,758.07
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 97,938.51 X 15 - 14,690.78
19. Principal Tax Due c19)= 144,448.85
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
07-12-2011 CD014695 6,842.11 130,000.00
09-27-2011 CD015011 .00 7,606.75
TOTAL TAX PAYMENT 144,448.86
BALANCE OF TAX DUE .O1(:R
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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.