HomeMy WebLinkAbout06-15-12Fn~~p, ~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~~~'""~~~~' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~t~iJ~~(~F~~DgTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ --~.V
HARRISBURG PA 17128-D601
~Esd2 Jl1N i 5 P~ 2~ 2
ORPHr~'~S~ Cuur~~
DOUGLAS G MILLE~~'~~yD CO., PA
60 W POMFRET ST
CARLISLE PA 17013-3243
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 06-11-2012
ESTATE OF DALWAY BRUCE C
DATE OF DEATH 03-18-2011
FILE NUMBER 21 11-0406
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 ~
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DALWAY BRUCE (FILE N0.:21 11-0406 ACN: 101 DATE: 06-11-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 225, 000.0'0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 272, 003.66 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) 18, 058.00
6. Jointly Owned Property (Schedule F) C6) 7,202.36
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) _ 522.264.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 6 0.347.8 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 15.122.51
11. Total Deductions (11) - 75,470.39
12. Net Value of Tax Return (12) 446,793.b3
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ 20 0,766.64
14. Net Value of Estate Subject to Tax C14) _ 246,026.99
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 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 222.901 _99 x 045 = 10,030.59
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 23,125.00 X 15 - 3,468.75
19. Principal Tax Due (19)= 13,499.34
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
06-16-2011 CD014589 657.89 12,500.00
01-17-2012 CD015468 .O1- 341.46
06-04-2012 SBADJUST .00 .83
TOTAL TAX PAYMENT 13,499.34
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.
`~CJi