HomeMy WebLinkAbout05-22-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 260601
HARRISBURG PA 17128-0601
RICHARD C SNELBAKER
44 W MAIN ST
~{ ~"+ 4(iNQT~~ , NHERITANCE TAX IY
AP ~+ i~ti~~r Pennsylvania .. ~ ="
~C~ENrf+"+~' C'OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
f~''~E~~1GTY,~Ip~,~AND ASSESSMENT OF TAX REV-1547 EX AFP clz-11)
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P~ t ~ i
C11~'~~ERLANIJ CO., Pq
MECHANICSBURG PA 17055-6249
DATE 05-14-2012
ESTATE OF BRYAN ELEANOR C
DATE OF DEATH 04-28-2011
FILE NUMBER 21 11-0549
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
-------------------- ------------ RECORDS !-~
REV-15
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47 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEME
NT, ALLOWANCE _
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: BRYAN ELEANOR (FILE N0.:21 11-0549 ACN: 101 DATE: 05-14-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALU
E OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 125, 31
9
85
2.
Stocks and Bonds (Schedule B) C2 .
QO NDTE: To ensure proper
cr
dit t
) , e
o your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .
4,799.41 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 923,895.94
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) 1,054,627 20
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 18.8 08 0~
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 776.02
11. Total Deductions
12•
Net Value of Tax Return C11) 19,584.07
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (12)
(Sched
l 1,035,043.13
14.
Net Value of Estate Subject to Tax u
e J) (13) .0 0
C14) 1 , 035, 043.13
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17 18
reflect figures that include the total
of ALL ,
,
returns and 19 will
ASSESSMENT OF TAX: assessed to d ate.
15. Amount of Line 14 at Spousal rate (15) 00
00 =
16.
Amount of Line 14 taxable at Lineal/Class A rate
(16) .
X
1
035
043 .00
17.
Amount of Line 14 at Sibling rate .
.
.1 X 045 = 46,576.94
18.
Amount of Line 14 taxable at Collateral/Class B ra C17)
te C18) -00 X 12 =
00
15 =
19.
Principal Tax Due .
X .00
TAX CREDITS:
c19)=
46,576.94
r,.rnervi RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-08-2011 CD014679 1
210
53
07-08-2011
CD014678 ,
.
421
05 23,000.00
07-08-2011 CD014677 .
697
27 8,000.00
. 15,000.00
TOTAL TAX PAYMENT 48,328.85
BALANCE OF TAX DUE 1,751.91CR
INTEREST AND PEN. .00
TOTAL DUE 1,751.91CR
* IF PAID AFTER DATE
FOR CALCULATION OF INDICATED,
ADDITIONAL SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT"
INTEREST CCR), YOU MAY BE DUE
. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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