HomeMy WebLinkAbout06-15-12~C1~ tt~N,OT,fI~CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL raxES r~~:~~C~P~~4~~' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~:{~'~-`~',';~",pEl~~I~IDNS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~„t'.-'' ~-~ ' ~: ~ • ¢'!,,.~."J
HARRISBURG PA 17128-0601
DEAN A WEIDNER ~r~~V~ CO., PA
508 NORTH SECOND ST
PO BOX 845
HARRISBURG PA 17108-0845
Pennsylvania ~ ~
DEPARTMENT OF REVENUE
REY-1547 IX AFP (12-11)
DATE 06-11-2012
ESTATE OF STEELE HARRIET S
DATE OF DEATH 04-21-2011
FILE NUMBER 21 11-0524
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 F~
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ._STEELE HARRIET SFILE N0.:21 11-0524 ACN: 101 DATE: n6-11-~nl~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 190,000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) 5 3,748.62
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 757,263.40
8. Total Assets (8) 1 .001 , 012.02
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4 5.38 9.28
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 18 9.00
11. Total Deductions (11) _ 45,578.28
12. Net Value of Tax Return C12) 955,433.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .00
14. Net Value of Estate Subject to Tax (14) - 955,433.74
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.
(15) .00 x 00 - .00
(16) 95F:.4 3.74 x 045 = 42,994.52
(ln _nn x 12 = .00
(18) .00 X 15 = .00
(19)= 42,994.52
rwrncni KtctlYl DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-18-2011 CD014732 1,868.42 35,500.00
01-17-2012 CD015475 .00 5,626.15
TOTAL TAX PAYMENT 42,994.57
BALANCE OF TAX DUE .05CR
INTEREST AND PEN. .00
TOTAL DUE .05CR
* 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.