HomeMy WebLinkAbout06-01-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
TAYLOR P ANDREWS
78 W POMFRET ST
CARLISLE
NOTICE ~F INHERITANCE TAX
~~~'~ ~LOWANCE OR DISALLOWANCE
(~'~''~F`'I,~H~'Cj~1~Q~1S AND ASSESSMENT OF TAX
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Pennsylvania ~~~ ~
DEPARTMENT OF REVENUE
REY-1547 IX AFP (12-I1)
t~i2 ~~~ -' ~~ ~~; (~~ DATE 05-28-2012
ESTATE OF FRANKLIN ALAN D
t~ /t~~ DATE OF DEATH 08-27-2010
"'~+' '" FILE NUMBER 21 10-1059
pp~~ AA~~`~u~~~'~~~~ COUNTY CUMBERLAND
E~I~t.rYYl.1 ~'~ pA ACN 101
APPEAL DATE: 07-27-2012
P A 17 013 - 3 216 (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 _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ __________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FRANKLIN ALAN DFILE N0.:21 10-1059 ACN: 101 DATE: n~-~R-~n)~
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 4,268.70 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) .00
6. Jointly Owned Property (Schedule F) C6) 1,858.13
7. Transfers (schedule G) C7) 6,649.65
8. Total Assets C8) 12.776.48
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 4,20 0. 0
10. Debts/Mortgage Liabilities/Liens (Schedule I] C10) .0 0
11. Total Deductions (11) 4,200.50
12. Net Value of Tax Return C12) 8,575.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 8,575.98
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 C15) 8,575.98 )C 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16)_ _0 0 x 045 = .00
17. Amount of Line 14 at Sibling rate (17) .I10 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
rN II'IC IYI rctl..tiri DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .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,