HomeMy WebLinkAbout06-22-12NOTICE OF INHERITANCE TAX Pennsylvania ~ ~
APP 1~'E[I~'F, i~1~11~rNCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~
INHERITANCE TAX DIVISION D b~~ILf~I$~~~4~1 ASSESSMENT OF TAX REV-1547 EX AFP C12-11)
PO BOX 260601 ~ ; ~_
HARRISBURG PA 17128-0601 ~ ~,'~' " ,~ ~" .c'J
2~'!2 ~~~ ~~ Ah ~~; 2'~DATE 06-18-2012
ESTATE OF MORROW PHYLLIS A
DATE OF DEATH 07-12-2011
~~~;~ ~~~~,. FILE NUMBER 21 11 - 1221
COUNTY CUMBERLAND
JAMES D BOGAR ~~~~~ ~}., PA ACN 101
1 W MAIN ST APPEAL DATE: 08-17-2012
SHIREMANSTOWN PA 17011-6327 (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: MORROW PHYLLIS AFILE N0.:21 i1-1227 ACN: )nI nerF. nc_iu_~ni~
TAX RETURN WAS: CX) 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)
C1) .00
c2) .00
C3) .00
c4) .00
(5) 41 , 536.03
c6) .00
c7) .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)
c8) 41.536.03
C9) .00
Clo) .00
11. Total Deductions
C11)
.00
12. Net Value of Tax Return C12) 41 , 536.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 41,536.03
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) 41,536.03 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _00 x 04 5 = .00
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 C18) .00 X 15 - .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
~~~~_~~ rct~tiri DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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.