HomeMy WebLinkAbout08-17-12NOTICE OF INHERITANCE TAX
~t~~~L:~` SEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL '~i-l ~ ~l
POH80XT280601~ DIVISION ~ C~..~.~ # 1~,~~~~ DEDUCTIONS AMD ASSESSMENT OF TAX
HARRISBURG PA 17128-0681 ~~~`~ J ~ L ~ v
2~i2 AtiG l 7 AM 14~ 52
STEPHEN J ~~~ R
STE 101
19 S HANOVER ST
CARLISLE PA 17013-3326
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 08-13-2012
ESTATE OF JULIAS ANNA M
DATE OF DEATH 02-21-2012
FILE NUMBER 21 12-0288
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-12-2012
(See reverse side under Objeetioxs)
A~ount Re~itted
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 F-'
REY-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPR AISEM ENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: JULIAS ANNA MFILE N0.:21 12-0288 ACN: 101 DATE: 08-13-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Estate (Schedule A) C1) •00 NOTE: To onsuro proper
2. Stocks and Bonds (Schedule B) (21 .00
credit to your account,
00 submit th• upper portion
3. Closely Hold Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgagor/Notes Receivable (Schedule D) C4) -•00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Proporty (Schedule E) (5) 161.07
6. Jointly Owned Proporty (Schedule F) C6) 26,613.74
7. Transfers (Schedule G) C7) .00
8. Total Assets C8) 26.774.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 8.630.49
10. Debts/Mortgage Liabilities/LSons (Schedule I) C10) .00
11. Total Deductions C11) 8,630.49
12. Net Value of Tax Return C12) 18,144.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 18,144.32
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] ) 8 . 7 44.37 X 045 = 816.49
17. Amount of Line 14 at Sibling rate (17) ~DD X 12 = .00
18. Amount of Lina 14 taxable at Collateral/Class B rate C18) .00 .X 15 = .00
14. Principal Tax Due ~ Z19)= 816.49
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
04-24-2012 CD015883 40.82 775.67
TOTAL TAX PAYMENT 816.49
BALANCE OF TAX DUE .00
INTEREST AND PEN. .OD
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A~"CREDIT" CCR), YDU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.