HomeMy WebLinkAbout07-13-12-~ _ _ _ _ _
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NOTICE OF INHERITANCE TAX Pennsylvania ~' la'`!
ALLOWANCE OR DISALLOWANCE '
BUREAU OF INDIVIDUAL TAXES ,,t/ [',~p~~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~~"~~~~i r. ~H~~ION$ AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 [~1C }. ~`a
HARRISBURG PA 17128-0601 ~[~;.1~i-•' L,} ~1t 'f
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JAN M WILEY ~~.~~~~(IJ CQ,, P
3 N BALTIMORE ST
DILLSBURG PA 17019-1287
DATE 07-09-2012
ESTATE OF FISHER DAVID V
DATE OF DEATH 08-29-2011
FILE NUMBER 21 11-0947
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: FISHER DAVID VFILE N0.:21 11-0947 ACN: 101 DATE: 07-o9-~nl~
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 135,843
38
. NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 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) 21,939.74
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 8,356.40
8. Total Assets C8) 166.139.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 81.6 7.07
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 6.676.00
11. Total Deductions (11) 88,333.07
12. Net Value of Tax Return C12) 77,806.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) _ 77,806.45
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 C16) n 0 x 045 = .00
17. Amount of Line 14 at Sibling rate (17) 77.806 4r, X 12 = 9,336.77
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due C19)= 9,336
77
TAX CREDITS: .
rwTmtni RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
03-15-2012 (0015713 .00 9,336.77
TOTAL TAX PAYMENT 9,336.77
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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