HomeMy WebLinkAbout07-02-12NOTICE OF INHERITANCE TAX Pennsylvania `'-°~
BUREAU OF INDIVIDUAL TARE r1N;;^Y-~P;~~i NT, ALLOWANCE OR DISALLOWANCE ~~
INHERITANCE TAX DIVISION ~~L,•:, ~' ~ CTIDNS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
- ~~~ ~` REV-1547 EX AFP (12-11)
PO BOX 280601 ~fir' , h r'" ~~ J
HARRISBURG PA 1 7128-0601 IiC1,:~ ,+! ..~ ' ~ "~~
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CHARLES H DIL R;~~r,,~`~`'~ v~~R~
~~t<Rt.AND CO., PA
5616 PINEHURS
MECHANICSBURG PA 17050-8515
DATE 06-25-2012
ESTATE OF MCCONNELL EDITH C
DATE OF DEATH 09-19-2011
FILE NUMBER 21 11-1035
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~
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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: MCCONNELL EDITH (FILE N0.:21 11-1035 ACN: 101
-----------------
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) C1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) (5) 71,611.05
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets c8) 71.611.05
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 9.74 3.0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 615.4 2
11. Total Deductions C11) 10,358.44
12. Net Value of Tax Return (12) 61,252.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 61,252.61
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 6] .9r,? _ 61 x 045 = 2, 756.37
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due c19)= 2,756.37
TAX CREDITS:
.n~ni rcn~tari DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-10-2012 CD015573 .00 2,756.37
TOTAL TAX PAYMENT 2,756.37
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.