HomeMy WebLinkAbout06-22-12NOTICE OF INHERITANCE TAX Pennsylvania ~ ~'
AP I(FI~~~~~.~ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ,~,
INHERITANCE TAX DIVISION }~fz~lG.Td~B~yS ~D ASSESSMENT OF TAX REV-1547 IX AFP (12-1ll
PO BOX 280601 Via{,J ; Lj°. ~~~" , °j ;! a..~J
HARRISBURG PA 17128-0601
it i~.~~~ ~2 ht~1 ~~; 27 DATE 06-18-2012
ESTATE OF SEARS LEE B
_ __ DATE OF DEATH 11-21-2011
~"-~t`~' -' FILE NUMBER 21 12-0147
~+~O~P~~~~S ~vL~K~ COUNTY CUMBERLAND
ROBERT G FREY Vulv~gt~~D ~., PIA ACN 101
5 HANOVER ST APPEAL DATE: 08-17-2012
CAR L I S L E PA 17 013 (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: SEARS LEE BFILE N0.:21 12-0147 ACN: 101 DATE: 06-18-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 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) C5) 35,291.00
6. Jointly Owned Property (Schedule F) C6) 41,782.00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 77 , 073.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 448.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,021.00
11. Total Deductions C11) 1,469.00
12. Net Value of Tax Return C12) 75,604.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 75,604.00
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Lirie 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax: Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-)
02-02-2012 CD015541 168.72
03-07-2012 CD015674 .00
06-11-2012 REFUND .00
C15) .00 X
C16) 75.604.00 X
C17) _ 00 X
c16) .00 X
AMOUNT PAID
00 - .00
045 = 3,402.18
12 = .00
15 = .00
c19)= 3,402.18
,205.70
36.27
8.51-
TOTAL TAX PAYMENT 3,402.18
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.