HomeMy WebLinkAbout06-22-12gNOTICE OF INHERITANCE TAX Pennsylvania ". ^~ r:
BUREAU OF INDIVIDUAL TAXES ~~,~ ,-~~A~~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION + ~ ~~ '~~ Q'N$ AND ASSESSMENT OF TAX REV-1547 IX AFP (12-11)
PO BOX 280601 {{~~ + ~r.f. ~ -~,J
HARRISBURG PA 17126-0601 ('~Ll.~~~"r-'
'l"Z ~~,~ ~~ K~~ ~4~ ~~ DATE 06-18-2012
ESTATE OF WALTERS ISABELLE M
_ _ DATE OF DEATH 05-02-2011
' ~~~~' ~'~ '~' _ FILE NUMBER 21 11 - 0640
Q~{PI`It'JV ~ v~-!v~-1T COUNTY CUMBERLAND
AMY M MOYA ~MgERLAND CO.. PA ACN 101
5011 LOCUST LN APPEAL DATE: 08-17-2012
HARRISBURG PA 17109-4522 (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 t12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WALTERS ISABELLE MFILE N0.:21 11-0640 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) ~1) .0 0
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) 137,086.19
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) 81,408.08
e. Total Assets c8) _ 218.494.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) l 8.41
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) '797.74
11. Total Deductions C11) 16,336.15
12. Net Value of Tax Return (12) 202, 158.12
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 202, 158.12
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 909.1 ~i8. 1 9 x 045 = 9, 097.12
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 (19)= 9,097.12
TAX CREDITS:
r,..n~n+ rct~tiri DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-18-2011 CD014733 452.63 8,600.00
01-25-2012 CD015517 .00 44.49
TOTAL TAX PAYMENT 9,097.12
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~