HomeMy WebLinkAbout05-29-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISIDN
PD BOX 280601
HARRISBURG PA 17128-0601
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HIO'YI4~t{(~~ INHERITANCE TAX
APP~~I~SEME?4Tp,~.~ I~OWANCE OR DISALLOWANCE
OF DEDUCTTO~SJ AND ASSESSMENT OF TAX
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DONNA L GODFREY ESp
1122 FLEETWOOD DR
CARLISLE PA 17013-3512
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DEPARTMENT OF REVENUE
REV-1547 E% AFP (12-ill
DATE 05-21-2012
ESTATE OF MENTZER SR WILLIAM F
DATE OF DEATH 0:5-05-2011
FILE NUMBER 21 11-0338
COUNTY CIUMBERLAND
ACN 101
APPEAL DATE: 07-20-2012
(See reverse s ide under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
RETAIN-LOWER-PORTION FOR
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6 THIS LINE
GUT ALON YOUR REC U_RDS l-~ _ _______________
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMEN T, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSM ENT OF TAX
ESTATE OF: MENTZER SR WILLIAM FFILE N0.:21 11-0338 ACN: 101 DATE: 05-21-2012
TAX RETURN WAS: (X ) ACCEPTED AS FILED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (SChetlule A7 (17 •DD NOTE: To ensure proper
(27 $x968.80 ere dit to Your account,
2. Stocks and Bands (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest CSChetlule C) (3) .DO of this Form with your
4. Mortgages/Notes R¢eeivabl¢ (SChetlule D) (4) •60 tax payment.
5. Cash/Bank Deposits/MSSC. Personal Property (Schedule E) (5) 66,192.59
6. Jointly Owned Prwerky (Schedule F7 (6) .DO
7. Transfers (Schedule G) (77 .60
(e) 77.161.39
e. total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (97 17.845.93
10. Debts/Mortgage Liab113kies/Liens (SChetlule I) (10) 6,622.91
(117 24,668.84
11. Total Deductions 492.55
52
12. Net Value of lax Return (12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J7 (13) .00
14. Net Value of Estate Sub]eCt to Tax (147 52.492.55
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 06 .DO
16. Amount of Line 14 taxable at Lineal/Class A rake (167 59.449.55 x 045 = 2,362.17
17. Amount of Line 14 at Sibling rate (17) -n0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .OD X 15 = .00
(19)= 2.362.17
19. Principal Tax Due
TAY rDCTTTC•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-01-2011 CD014523 108.42 2,060.00
12-05-2011 CD015284 .00 199.17
Iulwl IXn rN.nGn.
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAI. DUE
5.42CR
.00
5.42CR
* IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR7, VOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.