HomeMy WebLinkAbout07-02-12f~!±L~,1P~~~~~LtNiLL ~LOWANCE TOR (DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES [
INHERITANCE TAX DIVISION RLU~ ~I7~ISliC~1'u~lb~s AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
2f~12 JUL -2 PM I ~ ! I
TAYLOR P ANDREWS ES@~`~'•'g~~~~ ~•' PA
78 W POMFRET ST
CARLISLE PA 17013-3216
Pennsylvania ~~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
DATE 06-25-2012
ESTATE OF BATCHELOR MARY S
DATE OF DEATH 05-22-2011
FILE NUMBER 21 11-0612
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-24-2012
(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 APPR -----
AISEM ---------------
ENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: BATCHELOR MARY SFILE N0.:21 11-0612 ACN: 101 DATE: 06-25-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 96, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 143, 101 .51 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) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 148,919.69
6. Jointly Owned Property (Schedule F) C6) 2,487.09
7. Transfers (Schedule G) C7) 8,391.41
8. Total Assets c8) 398.899.70
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 17.8 61.18
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 926.41
11. Total Deductions C11) 18,787.59
12. Net Value of Tax Return (12) 380, 112.11
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 380, 112.11
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 380.1 1 7 _ 1 1 x 045 = 17, 105.05
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 - .0 0
19. Principal Tax Due C19)= 17, 105.04
TAX CREDITS:
rh,ncr~i rcti.tlrl DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-16-2011 CD014854 684.21 13,000.00
02-10-2012 CD015574 .00 3,420.84
TOTAL TAX PAYMENT 17,105.05
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
~ 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.