HomeMy WebLinkAbout06-22-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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124 W HARRISBURG ST ~~iL~~ ~•' ~A
DILLSBURG PA 17019-1268
NOTICE OF INHERITANCE TAX
APPRAISEMENT, A WANCE OR DISALLOWANCE
I. r_ '1~"~iS~I~T'~'j~J~S~ND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 06-18-2012
ESTATE OF PARSONS ELAINE C
DATE OF DEATH 12-05-2010
FILE NUMBER 21 11-0182
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-17-2012
(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
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX
DISALLOWANCE OF DEDUCTIONS
ESTATE OF: PARSONS ELAINE (FILE N0.:21 FOR YOUR RECORDS ~
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APPRAISEMENT, ALLOWANCE
AND ASSESSMENT OF TAX
11-0182 ACN: 101
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OR
DATE: 06-18-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) 4,500.00 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 ) C5) .00
6. Jointly Owned Property (Schedule F) ((,) .OD
7. Transfers (Schedule G) C7) .00
8. Total Assets CS) 4,500.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H ) Cq) 0. ; 6.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 10,236.00
12. Net Value of Tax Return C12) 5,736.00-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 92,026.71
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 97.0?(. 7l x 045 = 4, 141 .20
17. Amount of Line 14 at Sibling rate (17) _[]n X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due (19)= 4, 141 .20
TAX CREDITS:
rgrmtni KtlaiPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-15-2011 CD014975 3.40- 4,399.32
02-18-2012 SBADJUST .00 3.61
TOTAL TAX PAYMENT 4,399.53
BALANCE OF TAX DUE 258.33CR
INTEREST AND PEN. .00
TOTAL DUE 258.33CR
* 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.