HomeMy WebLinkAbout06-01-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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DIANE M DILS ESQUIRE W., F~4
1400 N 2ND ST
HARRISBURG PA 17102-2694
NOTICE OF INHERITANCE TAX
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DEPARTMENT OF REVENUE o
REV-1547 EX AFP C12-11)
DATE 05-28-2012
ESTATE OF STEVENS ERIC T
DATE OF DEATH 08-02-2011
FILE NUMBER 21 11-0883
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
ZO f 2 JUN - i PHI?~ 4 8'
CUT ALONG THIS LINE ~• RETAIN LOWER PORTION FOR YOUR RECORDS !-
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STEVENS ERIC TFILE N0.:21 11-0883 ACN: ln) nerF: n~_~u_~nl~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 153,700.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) 124,214.41
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. total assets (8) 277.914.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 7.9 1.
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) b8.820.00
11. Total Deductions C11? 7b,771.15
12. Net Value of Tax Return C12) 201,143.2b
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 201 , 143.26
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) 9n1 .143.96 x 045 = 9,051.45
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .0 0
19. Principal Tax Due (19)= 9,051.45
TAX CREDITS:
r,arn~ni Ktt,tiri DISCOUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10 27-2011 CD015135 452.57 9,500.00
TOTAL TAX PAYMENT 9,952.57
BALANCE OF TAX DUE 901.12CR
INTEREST AND PEN. .00
TOTAL DUE 901.12CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.