HomeMy WebLinkAbout06-22-12NOTICE OF INHERITANCE TAX Pennsylvania ~~`~}~•
BUREAU OF INDIVIDUAL TAXES ,.~,~'~..~. L~(~LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ' "•~-y"~~'~(~ ~ ~$ AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PD BOX 280601 ~,!'' ~ 'a.
HARRISBURG PA 17128-0601 ~~j~~~'~~~-~' L'~ `i~`'~'~~
~~~~ vU~ ~~ t.~l i~. ~~ DATE 06-18-2012
u t ESTATE OF CLEMENTS H LOUISE
DATE OF DEATH 04-24-2011
~~.:~'.i`, _: _ FILE NUMBER 21 11-0542
DAVID H STONE ESQ ~,`~~~~r ~ v vv'v ~ COUNTY CUMBERLAND
414 BRIDGE ST ~B~R~~ VO., ~ ACN 101
APPEAL DATE: 08-17-2012
NEW C U M B E R L A N D P A 17 0 7 0- 19 2 7 (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 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: CLEMENTS H LOUISE FILE N0.:21 11-0542 ACN: 101 DATE: 06-18-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 143,000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .OQ 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) 3,328.55
6. Jointly Owned Property (Schedule F) C6) 174,671.03
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 320 , 999.58
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 39.516. 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 6,08 5.95
11. Total Deductions (11) 45,602.23
12. Net Value of Tax Return C12) 275,397.35
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 275,397.35
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 C15) .0 0 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 975.397.35 X 045 = 12,392.88
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 C19)= 12,392.88
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
07-20-2011 CD014748 619.64 12,000.00
TOTAL TAX PAYMENT 12,619.64
BALANCE OF TAX DUE 226.76CR
INTEREST AND PEN. .00
TOTAL DUE 226.76CR
* 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.