HomeMy WebLinkAbout07-02-12rT .,...._-_ _, ~--
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~~ NOTICE OF INHERITANCE TAX pennsy~Van~a `? ~~'
A~K-9'~~Cl.~1i~ WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~G~~
INHERITANCE TAX DIVISION "±~y~~grv,1 C~~AM AND ASSESSMENT DF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 ~"""w'i-~' LJl iii!„
HARRISBURG PA 17128-0601
JAMES M BACH C~~~+'~~~~1'~.IQI~t~ CG., PA
352 S SPORTING HILL RD
MECHANICSBURG PA 17050-3061
DATE 06-25-2012
ESTATE OF ANDERSON BETTY J
DATE OF DEATH 12-15-2011
FILE NUMBER 21 11-1357
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 APPRAISEM ---------------
ENT, ALLOWANCE ------
OR -----------
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: ANDERSON BETTY JFILE N0.:21 11-1357 ACN: 101 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) (1) 145,000.00 NOTE: T o ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax pay ment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 48, 169.16
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total assets (8) 193.169.16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 48.576.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 48,576.00
12. Net Value of Tax Return (12) 144,593.16
13. Charitabl e/Governmental Bequ ests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 144,593.16
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 C16) _00 x 045 = .00
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 144, 593.16 X 15 - 21 , 688.97
19. Principal Tax Due (19)= 21,688.97
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
02-15-2012 CD015596 1,084.45 20,604.52
TOTAL TAX PAYMENT 21,688.97
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. ,~ (~