HomeMy WebLinkAbout07-13-12NOTICE QF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~ ,NS AND ASSESSMENT OF TAX
PO BOX 280601 R~L.1~1 ~ ~.' ' U! M t'` , 'J
HARRISBURG PA 17128-06D1
2012 JUL 13 F!~ 12~ ~ 4
WM D SCHRACK III ~NIgERtA+'~t~ ~J„ ~A.
124 W HARRISBURG ST
DILLSBURG PA 17019-1268
Pennsylvania ~- `~
DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-11)
DATE 07-09-2012
ESTATE OF THUMA ARDYS E
DATE OF DEATH 06-19-2011
FILE NUMBER 21 11-0714
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 E~ _ _
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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: THUMA ARDYS EFILE N0.:21 11-0714 ACN: 101 DATE: n7-nq-~nl~
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 00
2.
Stocks and Bonds (Schedule B)
C2) .
9,000.00 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
C4)
1,592
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 725,227.06
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 19,329.43
8. Total Assets
APPRO c8) 755.148.49
-
VED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) ?9. 8.9 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 536.81
11. Total Deductions (11) 29,795.80
12. Net Value of Tax Return (12) 725,352.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 725,352.69
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 d ate
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 C16) 77~ . ~~,? 69 X 045 = 32, 640 .87
17. Amount of Line 14 at Sibling rate (17) f10
=
X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due
TAX CREDITS: C19)= 32,640.87
rwrmtn~ RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-15-2011 CD014858 1,421.05 27,000.00
03-12-2012 CD015697 .00 4,219.82
TOTAL TAX PAYMENT 32,640.87
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. r'
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