HomeMy WebLinkAbout05-22-12NOTICE OF INHERITANCE TAX
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INHERITANCE TAX DIVISION ,:IrDF;~I~D~iQ~TjONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17101-1590
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-1ll
DATE 05-14-2012
ESTATE OF STEWART AUDRIE G
DATE OF DEATH 08-08-2011
FILE NUMBER 21 11-0877
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-13-2012
( See reverse side under Objections )
Amount Remitted
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
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REV-1547 EX AFP (12-11~ NOTICE OF INHERITANCE TAX APP RAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: STEWART AUDRIE GFILE N0.:21 11-0877 ACN: 101 DATE: 05-14-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 249,200.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 953,446.00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 32,4 5 2.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets CB) 1 , 235, 098.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 17.4 78.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 17,344.00
11. Total Deductions (11) 34,822.00
12. Net Value of Tax Return (12) 1,200,276.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,200,276.00
NOTE: If an assessment was issuedpreviouslY, 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) 1 .?OD, 776.DD x 045 = 54,012.00
17. Amount of Line 14 at Sibling rate (17) D D X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 54, 012.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
10-28-2011 CD015147 2,700.60 51,320.00
05-07-2012 REFUND .00 8.60-
TOTAL TAX PAYMENT 54,012.00
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. /~
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