HomeMy WebLinkAbout06-15-12~C.r~,~ ,.~~~.1~a;C4~E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES Cl~ WiRJeR 66II ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~~ { ; _~FIi~,'~~~TIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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OR~~I'S C4~~i
CHRISTOPHER E R~~~~D CO" ~.
MARTSON LAW OFFICE
10 E HIGH ST
CARLISLE PA 17013-3093
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-1ll
DATE 06-11-2012
ESTATE OF DUNKLEBERGER DOROTHY W
DATE OF DEATH 09-28-2011
FILE NUMBER Z1 11-1073
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-10-2012
(See reverse side under Objections)
Amount Remitted~~
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
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: DUNKLEBERGER DOROTHY WFILE N0.:21 It-1n73 ACNz lnl neTF. nc_ii_~ni~
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) .00
C2) .00
c3) .00
C4) .00
C5) 38 , 465.33
C6) .00
C7) 38,260.43
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) _ 76.725.76
C9) 5.652.50
clo) .00
11. Total Deductions (11) _ 5,652.50
12. Net Value of Tax Return ( 12) _ 71 s 073. 2b
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .00
14. Net Value of Estate Subject to Tax (14) 71 , 073.26
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 C15) 71,073.26 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _00 x 045 = .00
17. Amount of Line 14 at Sibling rate C17) .OD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 - .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
r,.,ncni rctt,ttF'I DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
+ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.