HomeMy WebLinkAbout06-15-12^~N~Oy~TyI~CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~ \ ~ ~ ~~..~FT'rF,I~T, FALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION R~~a)w~4'~F~? ' T "l~T~'0NS AND ASSESSMENT OF TAX
PO BOX 280601 i.~J
HARRISBURG PA 17128-0601
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MARCUS A MCKNIGH~~D ~•~ PA
IRWIN MCKNIGHT PC
60 W POMFRET ST
CARLISLE PA 17013-3243
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pennsylvarna : ~~
DEPARTMENT OF REVENUE
- REV-1547 EX AFP (12-11)
DATE 06-11-2012
ESTATE OF BIXLER ANNABELLE A
DATE OF DEATH 10-17-2011
FILE NUMBER 21 11-1117
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-10-2012
(See reverse side under Objections
Amount Remitted- --1
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: BIXLER ANNABELLE AFILE N0.:21 11-1117 ACN: lni DATES nA_)I_~ni~
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 92,500.00
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) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 12,908.09
6. Jointly Owned Property (Schedule F) (6) 121,579.71
7. Transfers (Schedule G) C7) 127, 946.46
8. Total Assets (8) 354,934.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 34.608.77
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10). 1.4 73.6 0
11. Total Deductions C11) _ 36, 081 .77
12. Net Value of Tax Return (12) 318,852.49
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) (13) _ .00
14. Net Value of Estate Subject to Tax (14) 318,852.49
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 (16) 318.8 -49 X 045 = 14,348.36
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 14,348.36
TAX CREDITS:
"Tnci~i Kti-tlr~ DISCOUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-30-2011 CD015400 717.42 13,630.94
TOTAL TAX PAYMENT 14,348.36
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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