HomeMy WebLinkAbout07-30-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APP~~~~L ~i4NCE OR DISALLOWANCE
D~~~~TiT;R~'!~!~ ~ND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
i~i2 ~U~ 30 s ~ ~: ~ ,~j DATE 07-23-2012
ESTATE OF WATKINS MARGARET M
~~ DATE OF DEATH 01-17-2010
~,~ ~i{~I~~ST FILE NUMBER 21 10-0085
~~~~ ~" ~ ACNNTY CUMBERLAND
KEITH 0 BRENNEMAN ESQ
44 W MAIN ST
MECHANICSBURG PA 17055-6249
101
APPEAL DATE: 09-21-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE -------! R_ETA_IN LOWER POR_TION_
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX
DISALLOWANCE OF DEDUCTIONS
ESTATE OF: WATKINS MARGARET MFILE N0.:21 FOR YOUR RECORDS ~ _
APPRAISEMENT, ALLOWANCE
AND ASSESSMENT OF TAX
10-0085 ACN: 101 __________
OR
DATE: 07-23-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .OQ 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)
.0 0 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E ) (5) 23,797.33
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets C8) 23.797.33
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H ) Cq) 1 .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 15.00
12. Net Value of Tax Return (12) 23,782.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 316,873.18
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 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 C16) ~1 .644.96 x 045 = 1,424.02
17. Amount of Line 14 at Sibling rate C17) .[10 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 285,228.22 X 15 - 42,784.24
19. Principal Tax Due C19)= 44,208.26
TAX CREDITS:
~•+~~~_~~~ Re~eari DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-14-2010 CD012611 2,210.41 45,675.00
09-01-2010 REFUND .00 6,828.91-
03-13-2012 CD015698 139.20- 3,466.88
TOTAL TAX PAYMENT 44,384.18
BALANCE OF TAX DUE 175.92CR
INTEREST AND PEN. .00
TOTAL DUE 175.92CR
~ 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.
(~