HomeMy WebLinkAbout06-15-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~~~~-~ ~ ~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r ,0 ~ TIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~~~`~ . {~., -, ~~ , ._;w.~J
HARRISBURG PA 17128-0601
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EDMUND G MYERS ~}~~~} ~„
301 MARKET ST
PO BOX 109
LEMOYNE PA 17043-1662
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 06-11-2012
ESTATE OF WILLIS ADA C
DATE OF DEATH 11-14-2010
FILE NUMBER 21 10-1253
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 ~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILLIS ADA (FILE N0.:21 10-1253 ACN: 101
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OR
DATE.: 06-11-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) •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) 10,691.15
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 10 , 691.15
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 6 5.0 D
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 65.00
12. Net Value of Tax Return (12) 10,626.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 671 , 701.28
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 d ate.
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) 67l .701.?8 x 045 = 30,226.56
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due C19)= 30,226.56
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
02-09-2011 CD014001 1,421.05 27,000.00
08-11-2011 CD014845 .00 1,327.33
12-11-2011 CD015449 4.67- 484.41
TOTAL TAX PAYMENT 30,228.12
BALANCE OF TAX DUE 1.56CR
INTEREST AND PEN. .00
TOTAL DUE 1.56CR
* 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.