HomeMy WebLinkAbout06-22-12NOTICE OF INHERITANCE TAX pet111S~/~Val7~a .e~~ ';~
~' ~ E L,OWANCE OR DISALLOWANCE '
BUREAU OF INDIVIDUAL TAXES ! DEPARTMENT OF REVENUE
INHERITANCE TAX DIYISION -`'$ `~ D~~~I~IyS AND ASSESSMENT 0!F TAX
PO BOX 280601 t^r~ it 4~ REV-1547 IX AFP (12-11)
HARRISBURG PA 17128-0601 ~~~~.~ ~ ~ `-''' "'1.t~
2~i2.!!J~ 22 AM I1' Z~
ROGER B IRWIN ESQ ~~~D C~.,
IRWIN & MCKNIGHT P C~V~~~
60 W POMFRET ST
CARLISLE PA 17013-3243
DATE 06-18-2012
ESTATE OF STANSFIELD ARDELLA V
DATE OF DEATH 08-27-2011
FILE NUMBER 21 11-1002
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 APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STANSFIELD ARDELLA VFILE N0.:21 11-1002 ACN: InI neTF: nt_,tt_~n,~
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
~1) 95,000.00
c2) .00
c3) .00
c4) .00
c5) 13,459.27
c6) .00
cn .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cs) 108 , 459.27
~9) 34. 6 .84
cloy. 1,464.99
11. Total Deductions C11) 35,630.83
12. Net Value of Tax Return X12) 72,828.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 72,828.44
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _ 7?.898.44 x 045 = 3,277.28
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due (19)= 3,277.28
TAX CREDITS:
""^°^~ rct~tiri DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
11 28 2011 CD015257 .00 3,500.00 1
TOTAL TAX PAYMENT 3,500.00
BALANCE OF TAX DUE 222.72CR
INTEREST AND PEN. .00
TOTAL DUE 222.72CR
* 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.