HomeMy WebLinkAbout07-02-12_...- ___,~,~,._. ~ T _,
~~!~ .~~, , o ~` (~ HERITANCE TAX Pennsylvania '~~
BUREAU OF INDIVIDUAL TAXES AP (~j~i'J~,j~j~~E,,~cr~ 44;,~(~`uwANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~i'JL71W~~~0~1~$i..~~ND ASSESSMENT DF TAX
REV-1547 EX AFP (12-Ill
PO BOX 280601
HARRISBURG PA 17128-0601
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ANDREW H SHAW
STE 11
200 S SPRING GARDEN S
CARLISLE PA 17013-2578
DATE 06-25-2012
ESTATE OF GLOVER CLAUDIA B
DATE OF DEATH 11-27-2011
FILE NUMBER 21 11-1323
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 E~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLDWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GLOVER CLAUDIA BFILE N0.:21 11-1323 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) (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) (3) .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) 663.00
6. Jointly Owned Property (Schedule F) (6) 48,910.47
7. Transfers (Schedule G) (7) 3,424.55
8. Total Assets (8) 52.998.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q)_ 4.234.8 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 4,234.87
12. Net Value of Tax Return C12) 48,763.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 48 , 763.15
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16)_ 48 .763-) F; X 045 = 2, 194.34
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 2, 194.34
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
02-08-2012 CD015568 109.72 2,084.62
TOTAL TAX PAYMENT 2,194.34
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. ~:~