HomeMy WebLinkAbout06-01-12NfOTICEC[ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES P ~ 'z!,~~~iC. ~LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISION i ~;~pIiITG'C~ IBS AND ASSESSMENT DF TAX
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HARRISBURG PA 17128-0601
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GERALD J SHEKLETSKr~`~'~ CO., PA
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NEW CUMBERLAND PA 17070-1927
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 05-28-2012
ESTATE OF MOWERS JR HENRY E
DATE OF DEATH 04-05-2011
FILE NUMBER 21 11-0493
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-27-2012
(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 ~
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEM --------------
ENT, ALLOWANCE ------------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: MOWERS JR HENRY EFILE N0.:21 11-0493 ACN: 101 DATE: 05-28-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 427,000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,793.00
6. Jointly Owned Property (Schedule F) (6) 7,207.97
7. Transfers (Schedule G) C7) .00
8. Total Assets c8) 438,000.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 101.9 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 105.266.40
11. Total Deductions C11) 207,191.76
12. Net Value of Tax Return C12) 230,809.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 230,809.21
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 930.809.91 X 045 = 10,386.41
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due (19)= 10,386.41
TAX CREDITS:
L rr~rn°"' Kt~-tlr~ DISCOUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12 16-2011 CD015354 .00 10,386.41 ~
TOTAL TAX PAYMENT 10,386.41
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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