HomeMy WebLinkAbout06-15-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JOHN F LYONS ESQ
112 WALNUT ST
HARRISBURG
AP~F~-/k.P~7i"~r'~IANCE TOR DISALLOWANCE
~'€(~JE~~~~~O~a~t-Q4ND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
~~~~ ~~~ i ~ ~~ 2: 2~ DATE 06-11-2012
ESTATE OF GREENWALD PATRICIA R
;y;~~,~ ' ~ DATE OF DEATH 04-15-2011
ORPH~i'S ~~U~r FILE NUMBER 21 11-0789
~~~p ~ ~ COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-10-2012
PA 17101 (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: GREENWALD PATRICIA RFILE N0.:21 11-0789 ACN: 101 DATE: 06-11-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,70 3.77
6. Jointly Owned Property (Schedule F) (6) 30,398.36
7. Transfers (Schedule G) (7) 29, 054.67
e. Total Assets (8) - 64.156.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 10,38 4.38
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8,886.38
11. Total Deductions C11) _ 19,270.76
12. Net Value of Tax Return (12) 44,88b.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .00
14. Net Value of Estate Subject to Tax C14) _ 44,886.04
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 C16) 44. RR6.04 x 045 = 2,019.87
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .00
19. Principal Tax Due C19)= 2, 019.87
TAX CREDITS:
~"'^°"' Ke~eLr~ DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-15-2011 CD014719 89.32 1,697.17
01-17-2012 CD015467 .04- 248.38
TOTAL TAX PAYMENT 2,034.83
BALANCE OF TAX DUE 14.96CR
INTEREST AND PEN. .00
TOTAL DUE 14.96CR
* 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.