HomeMy WebLinkAbout06-12-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
HAROLD S IRWIN III
64 S PITT ST
i~'f~ Jilt't ~ ~ ~~STEry.
A~`~ OF
DATE OF DEATH
~'~-~-~1`~~'• `~.~'~ FILE NUMBER
ORPFk'~'~ COI(f~~jNTY
ERLANp CAc~A
CARLISLE PA 17013-3220
06-05-2012
SIMMONS HELEN B
10-11-2011
21 11-1106
CUMBERLAND
101
APPEAL DATE: 08-04-2012
(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 C12-11~ NDTICE OF INHERITANCE TAX APP --------------------
RAISEMENT, ALLOWANCE ------------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SIMMONS HELEN BFILE N0.:21 11-1106 ACN: 101 DATE: 06-05-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) ,QQ 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 taz payment.
5. Cash/Bank Deposits/Misc. Personal Property [Schedule E) C5) 41,8 54.5 0
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 41 , 854 .50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Ig) 2.687. 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 8.6 33.64
11. Total Deductions (11) 11,321.14
12. Net Value of Tax Return C12) 30,533.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 10.17 7.78
14. Net Value of Estate Subject to Tax C14) 20 , 355.58
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 70 .3~5. S8 X 045 = 916.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .QQ
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19)= 916.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-29-2011 CD015396 45.80 870.20
TOTAL TAX PAYMENT 916.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
NOTICE OF INHERITANCE TAX Pennsylvania ~
APPRAISEMEI~~``~A'Nt~'t~,ODISALLOWANCE DEPARTMENT OF REVENUE
OF DEDUCT~,9~'I~S,7I}Vt':I~"~~E~ MENT OF TAX REV-1547 EX AFP clz-11)
* 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.