HomeMy WebLinkAbout07-02-12NOTICE OF INHERITANCE TAX Pennsylvania .:.T
APP ~~~~: CE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~-•-~ v ~_
INHERITANCE TAX DIVISION DF~ L~'I'E~h~Q`NSy,q ASSESSMENT OF TAX REV-1547 IX AFP (12-1ll
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PO BOX 280601 ~ a ~~~J ~ LE f ~.~I 19r' ~,1
HARRISBURG PA 17128-0601
r~^~, '~~~ ~~ F' i~ ~L~•DATE 06-25-2012
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ESTATE OF RUSSELL EARL R
f-~... DATE OF DEATH 04-23-2011
~`r~~t''~' ~-'~ FILE NUMBER 21 12-0177
~i~r`~~'u.if,~'J ~'t~~~ir COUNTY CUMBERLAND
JOEL R ZULLINGER ~iU~tlQ~~~L7 CO., PA ACN 101
STE 200 APPEAL DATE: 08-24-2012
14 N MAI N ST (See reverse side under Objections)
CHAMBERSBURG PA 17201-1814 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
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APP ---------------------
RAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RUSSELL EARL RFILE N0.:21 12-0177 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) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .QQ 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) .00
6. Jointly Owned Property (Schedule F) (6) 26, 129.51
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 26.129.51
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 26, 129.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) _ 26, 129.51
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) 23,800.54 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 9.28.97 x 045 = 104.80
17. Amount of Line 14 at Sibling rate (17) 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 104.80
TAX CREDITS:
r..rncr~~ ecc~tiri ll1S000NT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-08-2012 CD015570 .00 104.80
06-18-2012 SBADJUST .00 .14
TOTAL TAX PAYMENT 104.80
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.. `~