HomeMy WebLinkAbout07-02-12t ~,~~hI~~~t,~ ~i'NHERITANCE TAX Pennsylvania ~ `.
BUREAU OF INDIVIDUAL TAXES APP~'E~IZ~r r!l~~~WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION DF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-11)
PO BOX 280601 e~,, _ ~ „ ~~ ~ a a
HARRISBURG PA 1 7128-0601 Li.~;,. vvt.. ~"L c ! ~ j ~)
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CUM~sE(~l.~;~J CO., FA
VICKY ANN TRIMMER
PO BOX 659
MECHANICSBURG PA 17055-0659
DATE 06-25-2012
ESTATE OF MILLER ERMA R
DATE OF DEATH 11-11-2011
FILE NUMBER 21 12-0182
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 YDUR RECORDS F~
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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: MILLER ERMA RFILE N0.:21 12-0182 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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
cl) .00
C2) .00
C3) .00
c4) .00
C5) 395.00
C6) 4,619.00
C7) 3,455.00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c8) 8,469.00
C9) 1.870.00
clo) 801.00
11. Total Deductions C11) 2,671.00
12. Net Value of Tax Return (12) 5,798.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 5,798.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 a nd 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 C16) x,.798.00 x 045 = 261.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due C19)= 261.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-09-2012 CD015572 13.05 248.nn
TOTAL TAX PAYMENT 261.05
BALANCE OF TAX DUE .05CR
INTEREST AND PEN. .00
TOTAL DUE .05CR
* 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.