HomeMy WebLinkAbout07-23-12NOTI~ INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~~~~~~~ LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION t'Ll.l' ~I~D~(~~,Q{Q~ AND ASSESSMENT OF TAX
PO BOX 280601 t '[l.l' [ "' "
HARRISBURG PA 17128-0601
~D12 Jilt, 23 PM I ~ 32
~~~~. ;`
QRP~-`~ i~l`1t,~R~
STEVEN J SCHIFFMAN ~~~~~~ ~~~ PA
STE 201
2080 LINGLESTOWN RD
HARRISBURG PA 17110-9670
~.
• . ~ ` ,.~
pennsylvarna ~~ . -r
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE OZ-16-2012
ESTATE OF COOVER HELEN T
DATE OF DEATH 10-17-2011
FILE NUMBER 21 11-1292
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-14-2012
(See reverse side under Objections)
Amount Remittedr-
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 ~ --------------
-----------------------------------------------------------------------------
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COOVER HELEN TFILE N0.:21 11-1292 ACN: 101 DATE: 07-16-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) •0 0 NOTE: To ensure proper
C2) ,0 p credit to your account,
0 0 submit the upper portion
(3) . of this form with your
C4) • 00 tax payment.
c5) 46,410.00
c6) .00
c7) .00
c8) 46,410.00
~q) 5.962.00
clo) 121.488.00
11. Total Deductions cll) 127,450.00
12. Net Value of Tax Return C12) 81,040.00-
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 81 , 040 . 00 -
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date .
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 x 04 5 = .00
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 C19)- .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
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. \ /