HomeMy WebLinkAbout06-12-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
,:
ROBERT B MILLER ~~~A`~~t (Gl1Rr
815 PENNSYLVANIA AVE '~Y~ r'~"
LEMOYNE PA 17043-1531
NOTICE OF INHERITANCE TAX
AI~~~ 1Nr~~~,.. LLOWANCE OR DISALLOWANCE
Csla ~iiD ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-11)
DATE 06-05-2012
ESTATE OF HEALEY CATHERINE A
DATE OF DEATH 02-23-2011
FILE NUMBER 21 11-0279
COUNTY CUMBERLAND
ACN 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
~~12JUN ~Z ~~It:;r
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: HEALEY CATHERINE AFILE N0.:21 11-0279 ACN: 101 DATE_ n~-n~_~n
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,QO 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) C5) 19,318.61
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 249,631.27
8. Total Assets c8) 268.949.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) .974.6 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 10,765.63
11. Total Deductions C11) 23, 740.23
12. Net Value of Tax Return (12) 245,209.76
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 245,209.65
NOTE: If an assessment was issued previously, li nes 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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 745.?09.65 X 045 = 11,034.43
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at .Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 11,034.43
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
11-21-2011 CD015240 .00 11,034.43
TOTAL TAX PAYMENT 11,034.43
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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