HomeMy WebLinkAbout06-15-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES [~'('~(AA~Pp]PRAIppS~~E~M(E,~NT, ALLOWANCE DR DISALLOWANCE
INHERITANCE TAX DIVISION I1LlrV11~ 49FPR+/E7~NS AND ASSESSMENT OF TAX
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CARLISLE PA 17013-3217
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 06-11-2012
ESTATE OF FOLTZ MADELINE G
DATE OF DEATH 04-24-2011
FILE NUMBER 21 11-0600
COUNTY CUMBERLAND
ACN 1D1
APPEAL DATE: 08-10-2012
(See reverse side under Objections)
Aatount 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 C12-11~ NOTICE OF INHERITANCE TAX APPRAISEM ----
ENT, ALLOWANCE ------------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: FOLTZ MADELINE GFILE N0.:21 11-0600 ACN: 101 DATE: 06-11-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 63,300.93 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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,365.79
6. Jointly Oxned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total assets IB) 70.666.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) (g) 28.476.72
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9.748.95
11. Total Deductions (11) 38,225.67
12. Net Value of Tax Roturn (12) 32,441.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 32,441.05
NOTE: If an assessatent 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 (15) .00 )( 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate I16) 39.441 -D~, x 045 1,459.85
L7. Amount of Line 14 at Sibling rate I17) . DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due I19)= 1,459.85
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-20-2011 CD014736 72.99 1,500.00
TOTAL TAX PAYMENT 1,572.99
BALANCE OF TAX DUE 113.14CR
INTEREST AND PEN. .00
TOTAL DUE 113.14CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUEn
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. \VN