HomeMy WebLinkAbout06-12-12.~--
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~~` „ti M~~~~ INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ~~~ ~ ~ LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~~ S AND ASSESSMENT DF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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DAVID H STONE ESQUIRE
414 BRIDGE ST
NEW CUMBERLAND PA 17070-1927
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-11)
DATE 06-05-2012
ESTATE OF MCNISS DOROTHY M
DATE OF DEATH 03-18-2011
FILE NUMBER 21 11-0387
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 ALDNG 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 DEDUCTIDNS AND ASSESSMENT OF TAX
ESTATE OF: MCNISS DOROTHY MFILE N0.:21 11-x387 ACN: lnl nerF~ n~_n~_~ni~
TAX RETURN WAS: CX) ACCEPTED AS FILED f ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate fSchedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 109,910.80 credit to your account,
3. Closely Held Stock/Partnership Interest fSchedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable fSchedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,8 29.11
6. Jointly Owned Property fSchedule F) (6) 43,374.71
7. Transfers (Schedule G) (7) .00
8. Total Assets cs) _ 156.114.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses fSchedule H) fg) 1S, 6.66
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions fll) 15,326.66.
12. Net Value of Tax Return f12) 140,787.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 140,787.96
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 C16) 740.787.96 X 045 = 6,335.46
17. Amount of Line 14 at Sibling rate f17) n0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .00
19. Principal Tax Due f19)= 6,335.46
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
-DATE NUMBER INTEREST/PEN PAID (-)
06-03-2011 CD014538 315.79 6,000.00
12-16-2011 CD015352 .00 19.67
TOTAL TAX PAYMENT 6,335.46
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.