HomeMy WebLinkAbout07-02-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
JOHN A FEICHTEL ESQ
STE 400
635 N 12TH ST
LEMOYNE PA 17043-1247
''~rr~'F,I ~_,QE NHERITANCE TAX
AP ,T~1~; ~~li~~IANCE OR DISALLOWANCE
O~.t1d~QSIt~U~4'~~A'.ND ASSESSMENT OF TAX
Pennsylvania ~~~. ;
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 06-25-2012
ESTATE OF COVER BETTY L
DATE OF DEATH 10-16-2011
FILE NUMBER 21 11-1245
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
n' r <~
CUM~~RG~G CO., FA
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: COVER BETTY LFILE N0.:21 11-t24S ACN: lnl nerF~ n~_~~_~nl~
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .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) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,8 61.75
6. Jointly Owned Property (Schedule F) ((>) .00
7. Transfers (Schedule G) (7) 25, 348. O1
8. Total Assets (s) 35,209.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) .00
12. Net Value of Tax Return (12) 35,209.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 35,209.76
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) 35,209.76 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .On x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) .nn X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
~,+~~~~~ rce~tiri I ll1S000NT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
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.