HomeMy WebLinkAbout06-12-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17126-0601
TICE OF INHERITANCE TAX
APPRAI ~T~D~~t~ OR DISALLOWANCE
OF D~~f ~P (ASSESSMENT OF TAX
R MARK THOMAS ESQUIRE
101 S MARKET ST
20~?JUH 12 Aft ll~ ~TE
E TATE OF
;'•~ ~ - ;~ ; - DATE OF DEATH
LPL. ...<i \ ~. ,,
~~JS C4c~HT FILE NUMBER
V [1A COUNTY
~•~ rn ACN
MECHANICSBURG PA 17055-6328
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-1ll
06-05-2012
WALKER HARPER L
03-11-2011
21 11-0421
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 F--
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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: WALKER HARPER LFILE N0.:21 11-0421 ACN: Inl nerG. nc_nc_~n,-~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (I) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) I2) 251,941.70 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 113,38 9.33
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) ~7) 194,408.38
8. Total Assets c8) _ 559,739.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Iq) 37.787. 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 3.5 33.37
11. Total Deductions X11) 41,320.87
12. Net Value of Tax Return (12) 518,418.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 518,418.54
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) .00 x 045 = .00
17. Amount of Line 14 at Sibling rate C17) 377.031 .66 X 12 = 45,243.80
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 141 , 386.88 X 15 - 21 , 208.03
19. Principal Tax Due c19)= 66,451.83
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-18-2011 CD015226 .00 66,451.83
TOTAL TAX PAYMENT 66,451.83
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 FDRM FOR INSTRUCTIONS.