HomeMy WebLinkAbout05-11-12NOTICF~ D INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAxES ~P,~pAISLMENifli,-,`Lp' kOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION !<DF. D.EDUCT.~~gI~S AND ASSESSMENT DF TAX
PO BOX 280601 - ~ - -- ~-~ `~ -~'J
HARRISBURG PA 17126-0601
ROBERT E SAIDIS ESQ CI~MF3ERUJ`JJ CO., PA
26 W HIGH ST
CARLISLE PA 17013-2922
pennsylvania~~~-i~~
DEPARTMENT OF REVENUE ;
REY-1547 EX AFP (12-11) ~w~
DATE 05-07-2012
ESTATE OF HERROLD LUELLA M
DATE OF DEATH 08-31-2011
FILE NUMBER 21 11-1229
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--
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REV-1547 EX AFP f12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HERROLD LUELLA MFILE N0.:21 11-1229 ACN: Inl nerF~ n~_n~_~ni~
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. 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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(1) .00 NOTE: To ensure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form witF your
(4) .00 tax payment.
c5) .00
~6) 11,509.24
c7) .00
c8) 11,509.24
~9) 2.994.08
clo) 410.64
11. Total Deductions X11) 3,404.72
12. Net Value of Tax Return (12) 8,104.52
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 8, 104.52
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) A . 1 04. p, x 045 = 364. 7U
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .OU
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .OU
19. Principal Tax Due c19)= 364.70
TAX CREDITS:
rArmtni RECEIPT I DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-15-2011 CD015208 18.24 346.47
TOTAL TAX PAYMENT 364.71 _
BALANCE OF TAX DUE .O1C:R
INTEREST AND PEN. .00
TOTAL DUE .O1C;R
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~~s.,
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