HomeMy WebLinkAbout06-22-12. ~ _
NQI OF INHERITANCE TAX Pennsylvania ~ , ~
BUREAU OF INDIVIDUAL TAXES C'•~n(~!~..?~~•~~~~*ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~r`~;~,,OF jD~,E~+~~y~~h~ ONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-11)
PO BOX 280601 ~yy ~,;+ ""'
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CARLISLE PA 17013-3216
DATE 06-18-2012
ESTATE OF FOSTER BETTY M
DATE OF DEATH 04-01-2011
FILE NUMBER 21 11-0503
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
CUT ALONG THIS LINE ----'--) RETAIN LOWER PORTION FOR
-------------------- ---------------- YOUR RECORDS ~
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPR -----
AISEM ---------------
ENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: FOSTER BETTY MFILE N0.:21 11-0503 ACN: 101 DATE: 06-18-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 162, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) 214,221.44
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 425, 199.07
8. Total Assets (8) 801 , 420 .51
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 33.960.4 6
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 594.52
11. Total Deductions (11) 34,554.09
12. Net Value of Tax Return C12) 766,865.53
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Taz (14) 766,865.53
NOTE: If an assessment was issued previously, li nes 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 C16) 766.86r,.r,3 x 045 = 34,508.95
17. Amount of Line 14 at Sibling rate (17) .0^ X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19)= 34,508.95
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
06-21-2011 CD014615 1,684.21 32,000.00
01-24-2012 CD015505 .00 824.74
06-11-2012 SBADJUST .OD 1.56
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 34,508.95
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./ n
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