HomeMy WebLinkAbout06-22-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CHARLES E SHIELDS
6 CLOUSER RD
MECHANICSBURG
NOTICE OF INHERITANCE TAX
11~I~~~U~,~'irCLOWANCE OR DISALLOWANCE
{- ~ ~FDrUCeT~11[~NS AND ASSESSMENT OF TAX
~-:
Pennsylvania ~<
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
~~~~ ~~1~,,~ ?2 ~~~ ~~) ~~ DATE 06-18-2012
ESTATE OF BROWNE DENNIS R
_ __ - DATE OF DEATH 04-27-2011
v`°''!'' `"' FILE NUMBER 21 11-0562
QRPHAJ`d~~ `vUlJi S
~ F"~~~D Co1I ~ COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-17-2012
PA 17055 - 9751 (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 ~
-------------------- ----------------------------------------------------------------
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BROWNE DENNIS RFILE N0.:21 11-0562 ACN: In7 D4TEe n~_ttt_~nt~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 280,100.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .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) 133, 071.69
6. Jointly Owned Property (Schedule F) ((,) .00
7. Transfers (Schedule G) C7) 233,448.29
8. Total Assets c8) 646 , 619.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 33.738.4 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 98 2.79
11. Total Deductions (11) 34,721.24
12. Net Value of Tax Return C12) 611 , 898.74
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 611,898.74
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 61 l .R9R.74 X 045 = 27,535.44
17. Amount of Line 14 at Sibling rate C17) .0 0 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)= 27,535.44
TAX CREDITS:
~•+~~~_~.~ Re~eiri DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
07-22-2011 CD014762 750.00 14,250.00
01-23-2012 CD015501 .00 12,535.44
TOTAL TAX PAYMENT 27,535.44
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. ^~