HomeMy WebLinkAbout07-13-12___-__._..-.~~__r
NOTICE OF INHERITANCE TAX Pennsylvania`' .Y~.
p~~-T, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXE~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION .T... ~ ~~~ CTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-1ll
PO BOX 280601 ~~~~ ~ ~!~ U6 ~~, c
HARRISBURG PA 17126-0601
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SEAN M SHULTZ VVM~~~~~ c~~ , ~Pt+.a
26 W HIGH ST
CARLISLE PA 17013-2922
DATE 07-09-2012
ESTATE OF HAZLETT LYDIA V
DATE OF DEATH 08-03-2011
FILE NUMBER 21 11-0924
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: HAZLETT LYDIA VFILE N0.:21 11-0924 ACN: 101 DATE: 07-09-2012
TAX RETURN WAS: (X) 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) 75,000.00
c2) .00
c3) .00
c4) .00
cs) 5,458.63
c6) .00
c7) .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)
cs) 80 , 458.63
~9) 7 ,48 .67
clo) 74.502.88
11. Total Deductions
cll)
85,988.55
12. Net Value of Tax Return X12) 5,529.92-
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 5,529.92-
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 045 = .00
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 (19)= .00
TAX CREDITS:
AMOUNT PAID
rDATE I I NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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