HomeMy WebLinkAbout06-15-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAXDIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
AP~I~I` T;;,'"+~LANCE OR DISALLOWANCE
f C'~ ~,I-~-~ D ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
2G~ZJUN ~~ P~ ~~ ~8 DATE 06-11-2012
v ESTATE OF WHITTAKER JAMES O
DATE OF DEATH 04-23-2011
'"~°` FILE NUMBER 21 11-0813
ry~~'J ~~J~i~'~ COUNTY CUMBERLAND
DEBRA K WALET t~48ERLAND w., P~4 ACN 101
24 N 32ND ST APPEAL DATE: 08-10-2012
CAMP HILL PA 17011-2900 (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 E--
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WHITTAKER JAMES OFILE N0.:21 11-0813 ACN: 101 DATE: 06-11-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate [Schedule A) C1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) (5) 100.00
6. Jointly Owned Property [Schedule F) (6) .00
7. Transfers (Schedule G) C7) 451,490.36
8. Total Assets (8) _ 451 , 590.36
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 2 5.069.84
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.4 77.55
11. Total Deductions C11) _ 26,547.39
12. Net Value of Tax Return (12) 425, 042.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .00
14. Net Value of Estate Subject to Tax (14) _ 425,042.97
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
07-21-2011 (0014755 789.47
01-17-2012 (0015472 .00
C15) 34,565.37 X 00 - .00
C16) 390.477.60 x 045 = 17,571.49
c17) _ on x 12 = . 00
C18) .00 X 15 = .00
C19)= 17,571.49
AMOUNT PAID
~, u u u u u
1,782.02
TOTAL TAX PAYMENT 17,571.49
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. in Qj