HomeMy WebLinkAbout06-12-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 260601
HARRISBURG PA 17126-0601
DEBRA K WALLET
24 N 32ND ST
CAMP HILL
NOTICE OF INHERITANCE TAX
APPRA~~ ~ E OR DISALLOWANCE
OF t~pi'~~-~rQ ~"i~ SESSMENT OF TAX
L. -~~; ~ ter} ~I 11,1 .~ 1,
Gu~2JU~ I L ~^`~ a~: ~t~ATE
STATE OF
DATE OF DEATH
Gt.L.F;~! ~~~ FILE NUMBER
/~~ lO~p~'~ `~ ~~~~r COUNTY
CUh~SE:Rt~ND ~•. (~ ACN
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
06-05-2012
WEBB FLORENCE
04-09-2011
21 11-0486
CUMBERLAND
101
APPEAL DATE: 08-04-2012
PA 1701 1 (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) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WEBB FLORENCE FILE N0.:21 11-0486 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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) 124,686.67
C2) .00
C3) .00
C4) .00
C5) 152, 103.70
C6) .00
C7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
CB) 276 , 790.37
C9) 26 .81 ] . 41
clo) 702.56
11. Total Deductions
C11)
27,513.97
12. Net Value of Tax Return (12) 249,276.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ 92.691.15
14. Net Value of Estate Subject to Tax C14) 156,585.25
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Lime 14 taxable at Lineal/Class A rate (16) _00 x 045 = .00
17. Amount of Lire 14 at Sibling rate C17) 61 .794.10 X 12 = 7,415.29
18. Amount of Line 14 taxable at Collateral/Class B ra te [18) 94,791.15 X 15 - 14,218.67
19. Principal Tax Due C19)= 21,633.96
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-08-2011 CD014692 631.58 12,000.00
01-09-2012 CD015451 .00 9,002.38
TOTAL TAX PAYMENT 21,b33.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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