HomeMy WebLinkAbout07-02-12NOTICE OF INHERITANCE TAX
r I~yr~~~ A MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL T~CE~ ~''~; ~ ~ ~ ~ i
INHERITANCE TAX DIVISION ~ - EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 260601 ~~`~ ~,, ~!" ~ ~ ,U
HARRISBURG PA 17128-0601
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pRPriA~`S ~tJr~T
J AM E S W AP P~{QERLHNQ CO., PA
33 N DUKE ST
LANCASTER PA 17602-2842
C1) •00 NOTE: To ensure proper
(2) 6,455.04 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) 9,417.60 tax payment.
c5) 13,892.78
c6) 13,354.12
C7) 142, 000.00
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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PREDMORE BERNICE MFILE N0.:21 11-0847 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)
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)
~'
Pennsylvania ~~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
Cs) 185.119.54
C9) 17.833.
Clo) 1,336.16
11. Total Deductions C11) 19, 169.28
12. Net Value of Tax Return (12) 165,950.26
13. Charitabl e/Governmental Bequ ests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 165,950.26
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 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) 16~.9~0.96 x 045 = 7,467.76
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 7,467.76
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
10-20-2011 CD015103 373.39 7,267.50
TOTAL TAX PAYMENT 7,640.89
BALANCE OF TAX DUE 173.13CR
INTEREST AND PEN. .00
TOTAL DUE 173.13CR
DATE 06-25-2012
ESTATE OF PREDMORE BERNICE M
DATE OF DEATH 07-24-2011
FILE NUMBER 21 11-0847
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
* 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.