HomeMy WebLinkAbout06-15-12~~WPP~Yi4~~'S'~~~LLOWANCETOR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES rte{ .-^r~-, trA
INHERITANCE TAX DIVISION ~~r;~~~-D~~~.~~IIgNS AND ASSESSMENT OF TAX
PO BOX 280601 "JJ
HARRISBURG PA 17128-0601
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DONNA M MULLIN CPA ~"
BOYER RITTER (PAS
141 W HIGH ST
CARLISLE PA 17013-2913
Pennsylvania .~=~~~`:
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
DATE 06-11-2012
ESTATE OF LEITHEAD MARY C
DATE OF DEATH 05-14-2011
FILE NUMBER 21 11-0598
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 (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEITHEAD MARY (FILE N0.:21 11-0598 ACN: Inl neTFr nc_ii_~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 71,667.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 24 2,4 50.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 16,34 2.00
6. Jointly Dwned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 52, 126.00
8. Total Assets (8) _ 382.585.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 19,799.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,38 7.00
11. Total Deductions (11) - 23, 186.00
12. Net Value of Tax Return C12) 359,399.00
13. Charitabl e/Governmental Bequ ests; Non-elected 9113 Tr usts (Schedule J) C13) _ .00
14. Net Value of Estate Subject to Tax (14) _ 359,399.00
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflec t 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) _00 x 045 = .00
17. Amount of Line 14 at Sibling rate C17) 359 .400 - 00 x 12 = 43, 128.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 43, 128.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
01-09-2012 CD015447 .00 43,128.00
TOTAL TAX PAYMENT 43,128.00
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 FORM FOR INSTRUCTIONS. n
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