HomeMy WebLinkAbout06-15-12~N~jO~T~I}CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~~~`+r~~~a~~C7L-~Vf' , ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~'i(''"t"(I~t"I) ~TIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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SUNBURY PA 17801-3405
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DEPARTMENT OF REVENUE '
REV-1547 IX AFP C12-11)
DATE 06-11-2012
ESTATE OF MULLEN K E
DATE OF DEATH 10-18-2011
FILE NUMBER 21 11-1253
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-10-2012
(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) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MULLEN K EFILE N0.:21 11-1253 ACN: 101 DATE: 06-11-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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) •00 NOTE: To ensure proper
C2) .00 credit to your account,
C3) •00 submit the upper portion
of this form with your
C4) • 00 tax payment.
c5) 8,819.14
c6) 3, 777.46
c7) 166, 156.59
cs) _ 178 , 753.19
C9) 13.877.74
clo) 5,217.91
11. Total Deductions X11) 19, 095.65
12. Net Value of Tax Return (12) _ 159,657.54
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) C13) _ .00
14. Net Value of Estate Subject to Tax C14) 159,657.54
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 ~i9.6~,7. ~i4 x 045 = 7, 184.59
17. Amount of Line 14 at Sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due (19)= 7, 184.59
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-11-2011 CD015446 359.23 6,825.36
TOTAL TAX PAYMENT 7,184.59
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 ADDITIDNAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.