HomeMy WebLinkAbout06-15-12NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES `f' ~_-•_._' ~r
INHERITANCE TAX DIVISION r'+` f ' "r,QF', J~~TIDNS AND ASSESSMENT OF TAX
PO BOX 280601 ~~~ 3~',~ f a_: ~ `~i , d,-A-~J
HARRISBURG PA 17128-0601
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ELIZABETH MULL~3-wYD CO„
MCNEES WALLACE & NURICK
100 PINE ST BOX 1166
HARRISBURG PA 17108-1166
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 06-11-2012
ESTATE OF ARNOLD BARBARA M
DATE OF DEATH 03-07-2011
FILE NUMBER 21 11-0350
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 E~
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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: ARNOLD BARBARA MFILE N0.:21 11-0350 ACN: 101 DATE: n6-tl-~nl~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 449, 163.06
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 3,481,072.95 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) 1,70 6,914.65
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 8,543,564.38
8. Total Assets c8) _ 14.180.715.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 189,371 .14
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 45>694.95
11. Total Deductions C11) _ 235, 066.09
12. Net Value of Tax Return (12) _ 13,945,648.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .00
14. Net Value of Estate Subject to Tax C14) 13,945,648.95
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
lines 14, 15 and/or 16, 17., 18 and 19 will
of ALL returns assessed to date.
cis) .00 X 00 = .00
ci6)_ 13.94.648.96 x 045 = 627,554.20
c17) - no x 12 = . 00
cis) .00 x 15 = .00
c19)= 627,554.20
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-27-2011 CD014522 29,250.00 555,750.00
12-06-2011 CD015305 .00 42,555.08
TOTAL TAX PAYMENT 627,555.08
BALANCE OF TAX DUE .88CR
INTEREST AND PEN. .00
TOTAL DUE .88CR
* 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. O