HomeMy WebLinkAbout07-02-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NO ;~F~ii TANCE TAX
APPRAISEMEN //_~_J~~~~E~B'W~~~ DISALLOWANCE
OF DEDUC ~~8.~tNa A`~~~SSMENT OF TAX
i
MURRELL WALTERS III ESQ
54 E MAIN ST
Pennsylvania ~~~ ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11) r
~f'f1JUL -2 pM~~~
06-25-2012
ESTATE OF LAVERTY LEO E
DATE OF DEATH 05-28-2011
ORpp~t'~dv~ ~U~l~ LE NUMBER 21 11-0647
~L~CR(.ANp ~`~ C~1NTY CUMBERLAND
A 101
MECHANICSBURG PA 17055-3851
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 APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LAVERTY LEO EFILE N0.:21 11-0647 ACN: 101
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OR
DATE: 06-25-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) (5) 4 74,184.8 3
6. Jointly Owned Property (Schedule F) (6) 62, 900 .82
7. Transfers (Schedule G) (7) .00
e. Total Assets (8) 537.085.65
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 8. 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) ( 10) 95.20
11. Total Deductions (11) 15,353.34
12. Net Value of Tax Return (12) 521 , 732.31
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 521 , 732.31
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 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ~i97 .71.31 X 045 = 23,477.95
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 23,477.95
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-26-2011 CD014895 657.89 12,500.00
02-15-2012 CD015593 .00 10,352.95
TOTAL TAX PAYMENT 23,510.84
BALANCE OF TAX DUE 32.89CR
INTEREST AND PEN. .00
TOTAL DUE 32.89CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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