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HomeMy WebLinkAbout07-02-12BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17126-0601 BRADLEY L GRIFFIE 200 N HANOVER ST CARLISLE NO T,I~-,C~ INHERITANCE TAX ~(I;,$~}MI,Fl~~LOWANCE OR DISALLOWANCE , ..L.~~4,, ,_. _.. tQ~F.L R~nGF~N~ AND ASSESSMENT OF TAX LIt..}•"~ ,J ~. CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: BEAGLE BETTY MFILE N0.:21 11-0721 ACN: 101 DATE: 06-25-2012 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) `';::~, pennsylvarna ~ ~ ~a DEPARTMENT OF REVENUE REV-1547 EX AFP C12-11) NOTE: To ensure proper credit to your account, submit the upper portion of this form with your taX payment. CB) 210 , 046.28 C9) 27,420.9 clo) 1,773.41 11. Total Deductions C11) 29, 194.36 12. Net Value of Tax Return C12) 180,851.92 13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 180,851.92 NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will reflec t figures that include the total of ALL returns assessed to d ate. 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) 1 SO .8~,1 .92 x 045 = 8, 138.34 17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00 19. Principal Tax Due C19)= 8, 138.34 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 02-09-2012 CD015578 .00 8,138.34 TOTAL TAX PAYMENT 8,138.34 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C1) 144, 000.00 C2) .00 c3) .00 C4) .00 C5) 51,835.05 C6) 1 , 687.38 c7) 12,523.85 ~~~~2 ~~~ -2 P~ `~ ~ t DATE 06-25-2012 ESTATE OF BEAGLE BETTY M DATE OF DEATH 06-09-2011 O~~''~rv lJVil~i~ FILE NUMBER 21 11-0721 N~,g~~R~~Ap~O CQ, ~ COUNTY CUMBERLAND V~Jrr- V~~ ACN 101 APPEAL DATE: 08-24-2012 PA 17 013 - 2423 (See reverse side under Objections) Amount Remitted- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~ n