HomeMy WebLinkAbout05-22-12~~, -"., r~l ~~-~P~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ' `'~~-'-'-T"~5~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ - ~D~ ~DEDU. '~'IDNS AND ASSESSMENT OF TAX
PD BOX 280601
HARRISBURG PA 17126-0601
C r:-`, _
CHRISTA M APLIN
JAN L BROWN ASSOC
845 SIR THOMAS CT
HARRISBURG PA 17109-4840
Pennsylvania ~ i
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-Ill
DATE 05-14-2012
ESTATE OF BUCHANAN LEWIS B
DATE OF DEATH 06-05-2011
FILE NUMBER 21 11-0713
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-13-2012
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ____ -~ RETAIN LOWER PORTION FOR
-------------------- --------------------------- YOUR
----- RECORDS !--
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPR
AISEM
ENT, ALLOWANCE -
-
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT DF TAX
ESTATE OF: BUCHANAN LEWIS BFILE N0.:21 11-0713 ACN: 101 DATE: 05-14-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 350,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 117 r 186.64 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3) 120 683.00
' 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) 13,5 94.34
6. Jointly Owned Property (Schedule F) (6) •00
7. Transfers (Schedule G) C7) 137,322.43
8. Total Assets (8) 738 , 786.46
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 30.577.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 798.81
11. Total Deductions C11) 31,375.81
12. Net Value of Tax Return (12) 707,410.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 707,410.65
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) 707.410.6, X 045 = 31,833.48
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) .00 X 15 - .00
19. Principal Tax Due (19)= 31,833.48
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-02-2011 CD014931 1,473.68 28,000.00
11-17-2011 CD015232 .00 2,359.84
TOTAL TAX PAYMENT 31,833.52
BALANCE OF TAX DUE .04CR
INTEREST AND PEN. .00
TOTAL DUE .04CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.