HomeMy WebLinkAbout07-02-12NOTICE OF INHERITANCE TAX Pennsylvania ~
~~~1.' ~~PISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUA~(, il` , t+ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISIOMi_w-_! - DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP C12-11>
PO BOX 280601 ~r '~ ^, ,;~ d~
HARRISBURG PA 17128-0601 ~I~iC~-.~'=E) ~ 4,t'+ .y ; ~~i ,L,J
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CARLISLE PA 17013-3015
DATE 06-25-2012
ESTATE OF WHISTLER BETTY J
DATE OF DEATH 08-14-2011
FILE NUMBER 21 11-0890
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 F~
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WHISTLER BETTY JFILE N0.:21 11-0890 ACN: tnI nerFe nL-9~-9n79
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) 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)
cl) 182,500.00
cz) .00
c3) .00
c4) .00
cs) 86,612.72
c6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
L0. Debts/Mortgage Liabilities/Liens (Schedule I)
c8) 269 , 112.72
c9) 4.;4 .7~
clo) 239.57
11. Total Deductions X11) 24,583.30
12. Net Value of Tax Return ~1P) 244,529.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 244 , 529.42
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 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 744. ri 9 _ 4? X 045 = 11 , 003.82
17. Amount of Line 14 at Sibling rate (17) _nn X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 - .00
19. Principal Tax Due (19)= 11,003.82
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-10-2012 CD015571 .00 11,003.82
TOTAL TAX PAYMENT 11,003.82
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.