HomeMy WebLinkAbout05-29-12~~~(~(~~.,;: f-j'~~' yi'~~~'-NOTICE OF INHERITANCE TAX
EMENT
ALLOWANCE OR DISALLOWANCE
APR~/ Pennsylvania ~
BUREAU OF INDIVIDUAL TA~FS ~
r DEPARTMENT OF REVENUE
INNERITANCE TAx Drv IS IDN `" '-' 'OF`~'[IEDUCTIONS AND ASSESSMENT OF TAX REY -1547 IX AFP (12-11)
PO BOX 280601
HARRISBURG PA 17128-0601,,,
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GHFhi~i~'S C;U{s
CUMBERLPJVD CO.. PA
LEE 0 AMMERMAN
930 PINETOWN RD
LEWISBERRY PA 17339-9773
DATE Oi5-21-2012
ESTATE OF AMMERMAN HELEN 0
DATE OF DEATH Oi6-09-2011
FILE NUMBER 'e'1 11-0801
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-20-2012
(See reverse side under Objections
Amount Resifted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE F'A 17013
CUT ALONG THIS LINE ~-- RETAIN LOWER PORTION FOR YOUR RE60RDS ~
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: AMMERMAN HELEN OFILE N0.:21 11-0801 ACN: 101 DATE: 05-21-2012
TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1J .00
2. Stocks and Bones (Schedule B) I2) 15,974.00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Morkgages/Notes Receivahla CSChedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 32,865.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) I7) 118,296.00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
B. Total Assets (e) 167.135.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Atlm. Costs/Misc. Expenses (SChetlule H) (9) 4. 885.00
30. DehYS/Mprtgage Liabilities/Liens (Schedule I) (30) .00
11. Total Deductions (11) 4,885.00
12. Net Value of Tax Return C12) 162,250.00
13. Charitable/Governmental Bequests; Non-electetl 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 162,250.00
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rake
18. Amount of Line 14 taxable at Collateral/Class B rake
19. Principal Tax Dua
TAX CREDITS:
(15) .00 x 00 = .00
(ls) l A~.~Fn.nn x 045 = 7.301.00
(17) no X 12 = .00
()a) .DO x 15 = .00
(19)= 7,301.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-26-2011 (0014901 103.53 1,967.00
01-16-2012 CD015474 .00 5,236.00
TOTAL TAX PAYMENT 7,306.53
BALANCE OF TAX DUE 5.53CR
INTEREST AND PEN. .00
TOTAL. DUE 5.53CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUSE_
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDk- OF THIS FORM FOR INSTRUCTIONS. *A