HomeMy WebLinkAbout07-13-12~j ~p NOTpI~CE OF INHERITANCE TAX pennsylvania ~=~"r _f
BUREAU OF INDIVIDUAL TAXES ~9~J' CLd~~,7^y` ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION [~j~ (+,Tt-~FY~{D ~+TIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 ~~~vIL,! 'v, ti~'_. 'J
HARRISBURG PA 17128-0601
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280 BARNSTABLE RD
CARLISLE PA 17015-9412
DATE 07-09-2012
ESTATE OF SHUGHART THELMA M
DATE OF DEATH 04-15-2011
FILE NUMBER 21 11-0523
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 FOR YOUR 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: SHUGHART THELMA MFILE N0.:21 11-0523 ACN: 107 DATE. n~-no_~ni~
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 4 7s7b0.00 NOTE: To e
2.
Stocks and Bonds (Schedule B)
C2)
43.00 nsure proper
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) 7,112.00
6. Jointly Owned Property (Schedule F) I6) 4,385.00
7. Transfers (Schedule G) ~7) 28,437.00
8. Total Assets cs) 87.737.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 9. 46.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6 161.0 0
11. Total Deductions X11) 15,707.00
12. Net Value of Tax Return (12) 72,030.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) _ 72, 030.00
NOTE: If an assessment was issued previously, li nes 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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 7?.0 0.00 X 045 = 3,241.00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 3,241
00
TAX CREDITS: .
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
03-13-2012 (0015694 .00 3,241.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-14-2012 TOTAL TAX PAYMENT 3,241.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 15.41
TOTAL DUE 15.41
* 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.