HomeMy WebLinkAbout09-04-12[ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDD.Rti1~Y~ `~~~~~i1~AISEMENT. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISIO~{[~'(j'",. ~ ~`'+:' '"+n1~jOF DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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WAYNE F (~1MB~R4~
53 W POMFRET ST
CARLISLE PA 17013-3217
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
DATE 08-27-2012
ESTATE OF TRITT WILLIAM W
DATE OF DEATH OS-29-2011
FILE NUMBER 21 11-0950
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-26-2012
(See reverse side under Objections)
Amount Reatftted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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: TRITT WILLIAM WFILE N0.:21 11-0950 ACN: 101 DATE: 08-27-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 135,759.16 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 98,796.40 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 14,373.56
6. Jointly Owned Property (Schedule F) C6) •00
7. Transfers (Schedule G) (7) •~~
8. Total Assets (e) 248.929.12
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) (g) 25.92 0.69
10. Debts/Mortgage Liabilities/Liens (Schedule I) C1D) 28 3.72
11. Total Deductions (11) 26,204.41
12. Net Value of Tax Return C12) 222,724.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J] (13) .00
14. Net Value of Estate Subiect to Tax (14) 222,724.71
NOTE: If an assesswent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns asses sed 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 (16) 77 7.774.71 x 045 = 10,022.61
17. Amount of Line 14 at Sibling rate C17) -00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 10,022.61
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
11-14-2011 CD015194 463.16 8,800.00
05-16-2012 CD015973 .00 759.47
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 10,022.63
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. v