HomeMy WebLinkAbout07-13-12J~}~ NOTICE OF INHERITANCE TAX Pennsylvania ~ ~
BUREAU OF INDIVIDUAL TAXES ~~~u~vl. ~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~~iC'~'t'7®~1~~,~~I~,TIONS AND ASSESSMENT OF TAX REY-1547 IX AFP (12-11)
PO BOX 2806D1 V~~. Lv Yt~_t,,,J
HARRISBURG PA 17128-0601
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407 NORTH FRONT ST
PO BOX 630
HARRISBURG PA 17108-0630
DATE 07-09-2012
ESTATE OF HARRIS JR RICHARD H
DATE OF DEATH 02-04-2006
FILE NUMBER 21 06-0369
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-07-2012
(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
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX
DISALLOWANCE OF DEDUCTIONS
ESTATE OF: HARRIS JR RICHARD HFILE N0.:21 FOR YOUR RECORDS E-
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APPRAISEMENT, ALLOWANCE
AND ASSESSMENT OF TAX
06-0369 ACN: 101
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OR
DATE: 07-09-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. 02
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) .0 0
6. Jointly Owned Property (Schedule F) (6) 161 , 336 .45
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 161 , 336.45
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H ) (q) 4 0 0.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 400.00
12. Net Value of Tax Return (12) 160,936.45
13. Charitabl e/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 443, 113.40
NOTE: If an assessment was issued previously, lines 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 C15) 4,242.56 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 4S1 .500.?4 X 045 = 20,331.01
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) .00 X 15 - .00
19. Principal Tax Due (19)= 20,331.01
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (
) AMOUNT PAID
*** SUMMARY 0 ALL 05 PAYMENTS ***
02-03-2012 605.26 .00
2,060.82- 21,788.05
TOTAL TAX PAYMENT 20,332.49
BALANCE OF TAX DUE 1.48CR
INTEREST AND PEN. .00
TOTAL DUE 1.48CR
* 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.