HomeMy WebLinkAbout06-15-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
~~P~P~~k~~HM~~~LOWANCE OR DISALLOWANCE
f~Q}n-r"D'EDtiCr~~I) S AND ASSESSMENT OF TAX
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BARBARA SUMPLE SUL'L`i'Vf~f~~D CD., RA
549 BRIDGE ST
NEW CUMBERLAND PA 17070-1999
C1) 103, 000.00 NOTE: To ensure proper
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _________________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCLVOR LORETTA JFILE N0.:21 11-0876 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)
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)
(2) .00 credit to your account,
C3) .DO submit the upper portion
of this form with your
~4) • 00 tax payment.
cs) 15,800.00
c6) 76, 689.21
c7) 30,846.99
Pennsylvania ,° ,,~r~
: ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
c8) _ 226 , 336.20
c9) 15.995.85
clo) 1,819.41
11. Total Deductions X11) _ 17,815.26
12. Net Value of Tax Return X12) 208,520.94
13. Charitable/Governmental Bequ ests; Non-elected 9113 Tr usts (Schedule J) C13) _ .00
14. Net Value of Estate Subject to Tax (14) 208,520.94
NOTE: If an assessment was issued previously, li nes 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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 70R. ?0.94 X 045 = 9,383.44
17. Amount of Line 14 at Sibling rate C17) -00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19)= 9,383.44
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
10-27-2011 CD015131 469.17 11,000.00
TOTAL TAX PAYMENT 11,469.17
BALANCE OF TAX DUE 2,085.73CR
INTEREST AND PEN. .00
TOTAL DUE 2,085.73CR
* 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 FORM FOR INSTRUCTIONS. (~~
DATE 06-11-2012
ESTATE OF MCLVOR LORETTA J
DATE OF DEATH 08-07-2011
FILE NUMBER 21 11-0876
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