HomeMy WebLinkAbout07-13-12~-._ ~-,.-..-- _,__ _~... ._ T.~,._._ - .~_.___ ___ _ __
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
^~~t CE OF `INHERITANCE TAX
~~AE~~i~L. ~COWANCE OR DISALLOWANCE
RE~~?~~T~~l-~ AND ASSESSMENT OF TAX
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pennsylvarna ~~:'.'~
DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-11)
Ci(-i. }~ i~l::
MATTHEW A MCKNIGHT ~'LJ~~3~.~~.'~'~U ~`~•~ ~~'
60 W POMFRET ST
CARLISLE PA 17013-3243
DATE 07-09-2012
ESTATE OF ALSPAUGH SR RICHARD 0
DATE OF DEATH 01-29-2011
FILE NUMBER 21 11-0198
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
2Qi2 JUI. 13 P !Z~ ~ 4
CUT ALONG THIS LINE ---- ~) RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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: ALSPAUGH SR RICHARD OFILE N0.:21 11-0198 ACN: ln1 neTF~ n~_no_~ni~
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) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15,356.44
6. Jointly Owned Property (Schedule F) ~6) 30,939.17
7. Transfers (Schedule G) (7) .00
8. Total Assets ce) 46,295.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q)_ 5.888.6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.78 6.82
11. Total Deductions X11) 8,b75.45
12. Net Value of Tax Return C12) 37,620.1b
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 37,620.16
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 C15) 30,939.17 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 6.680.99 x 045 = 300.64
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due (19)= 300.64
TAX CREDITS:
"" ^~^' Kt~ttri DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-09-2012 (0015687 3.25- 305.12
TOTAL TAX PAYMENT 301.87
BALANCE OF TAX DUE 1.23CR
INTEREST AND PEN. .00
TOTAL DUE 1.23CR
* 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. ^~