HomeMy WebLinkAbout06-22-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JACQUELINE HELTER
2819 SILVERCLIFF DR
DAYTON OH
NOTICE OF INHERITANCE TAX
~~J~r~,.,M~1~'(~~/~i ~OWANCE OR DISALLOWANCE
fir-{ F~`I~Dt7(~T L, ~ AND ASSESSMENT OF TAX
Pennsylvania .~`
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
DATE 06-18-2012
ESTATE OF PIKE BETTY
DATE OF DEATH 04-17-2011
FILE NUMBER 21 11-0505
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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CUNIBERCAIvp CO., PA
45449-3364
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: PIKE BETTY FILE N0.:21 11-0505 ACN: 101 DATE: 06-18-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
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) .0 0 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) 13,5 03.68
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) .00
8. Total Assets c8) 13.503.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q)_ 10,71 .14
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 795.98
11. Total Deductions C11) 11,511.12
12. Net Value of Tax Return (12) 1,992.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 1,992.56
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
c15) .00 X
(16) _ 00 X
(17) _ 00 X
c19) 1 , 992.56 X
00 - .00
045 = .00
12 = .00
15 = 298.88
c19)= 298.88
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
~"'^°^~ ecc~tiri DISCOUNT C+) -
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-19-2012 CD015493 ,p0 298.gg
06-11-2012 SBADJUST .00 .05
TOTAL TAX PAYMENT 298 88
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.