HomeMy WebLinkAbout05-29-12 (2)~''~~~Q ~1FE~OF INHERITANCE TAX Pennsylvania ~
APPRA~$EM'~)T~', J41j~~CE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ L rr
INHERITANCE TAX DIVISION DF~$~I(DIf I'DN $iq ASSESSMENT DF TAX REV-1547 IX AFP (12-ill
PO BOX 280601 '' .~~,/
HARRISBURG PA 17128-0601
`"'t ~'r.~~2s ~`;1 ~; ~: ,, DATE 05-21-2012
~` ESTATE OF THOMPSON WILLIAM J
TAYLOR P ANDREWS
78 W POMFRET ST
CARLISLE
ESQ
PA 17013-3216
DATE OF DEATH 03-23-2011
Ct Mg hth~, ~, o_Ir FILE NUMBER 21 L1-0478
ERLAfyp CU.. PA C OUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-20-2012
(See reverse ,side under Objections )
Amount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS (~
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEME NT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: THOMPSON WILLIAM JFILE N0.:21 11-0478 ACN: 101 DATE: 05-21-2012
TAX RETURN WAS: (X7 ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule e) (27 1.293.24 credit to your account,
00 submit the upper portion
3. Closely Heltl Stock/Partnership Interest (Schedule C7 (37 . of this farm with your
4. Mortgages/Notes Receivable (Schedule D) (47 •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (57 .00
6. Jointly Dwned Property (Sehetlule F) (6) 980.753.58
7. Transfers (Schedule G) (7) .00
6. Total Assets (e) 982.046.82
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) (97 .00
30. Debts/Mortgage Liabilities/Liens ISChetlule I) (10) .00
11. Total Deductions (117 .00
12. Net Value of Tax Return (127 982.046.82
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. N¢t Value of Estate Subject to Tax (14) 982.046.82
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) 982,046.82 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rata (16) .nn X 045 = .00
17. Amount of Line 14 at Sibling rate (17) "no X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class H rate (18) .00 7( 15 = .00
19. Principal Tax Due (197= .00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+7
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX: PAYMENT
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" (CR), VOU MAV BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.