HomeMy WebLinkAbout06-15-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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JESSICA L FISHER ~~ilc./UVD
STE (100
555 GETTYSBURG PIKE
MECHANICSBURG PA 17055-5204
~C~ NOTICE OF INHERITANCE TAX
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
DATE 06-11-2012
ESTATE OF RUSSELL MARY
DATE OF DEATH 07-25-2005
FILE NUMBER 21 05-b882
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
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CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS F~
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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: RUSSELL MARY FILE N0.:21 05-0882 ACN: lnl DATFe n~-lt_~nl~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .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) .00
6. Jointly Owned Property (Schedule F) C6) 51,605.00
7. Transfers (Schedule G) C7) .00
8. Total Assets C8) _ 51.605.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .DO
11. Total Deductions
cll) _
.00
12. Net Value of Tax Return C12) 51,605.00
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .00
14. Net Value of Estate Subject to Tax (14) _ 51 , 605.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) rl .60F:.00 x 045 = 2,322.23
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 2,322.23
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
01-20-2012 CD015482 .00 1.33
01-20-2012 CD015483 742.95- 3,063.85
06-04-2012 SBADJUST .00 .O1
TOTAL TAX PAYMENT 2,322,23
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.
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