HomeMy WebLinkAbout06-12-12~' '' f5~,VO~F INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES Syr,+.Cn LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION i.7f~7t[~"p~~ll~~N$ AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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TAYLOR P ANDREWS ESQ
78 W POMFRET ST
CARLISLE PA 17013-3216
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 06-05-2012
ESTATE OF ANDREWS ELIZABETH M
DATE OF DEATH 07-20-2011
FILE NUMBER 21 11-0834
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-04-2012
(See reverse side under Objections)
Amount Remitted --1
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 APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ANDREWS ELIZABETH MFILE N0.:21 11-0834 ACN: lnl DATE: n~_n~_~ni~
TAX RETURN was: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .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) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 11,193.75 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 58,4 53.17
6. Jointly Owned Property (Schedule F) (6) .DO
7. Transfers (Schedule G) C7) .00
8. Total Assets c8) 69.646.92
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 7.745.69
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5 9.4 2
11. Total Deductions
cll)
7,805.11
12. Net Value of Tax Return C12) 61,841.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 61,841.81
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 61 .841 -81 x 045 = 2,782.88
17. Amount of Line 14 at Sibling rate (17) _n 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 2, 782.88
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
10-17-2011 CD015070 131.58 2,500.00
12-16-2011 CD015348 .00 151.30
TOTAL TAX PAYMENT 2,782 88
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.