HomeMy WebLinkAbout07-30-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~~~~~~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~- ~ `t ONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 07-23-2012
ESTATE OF GARNER ROBERTA R
DATE OF DEATH 02-02-2011
FILE NUMBER 21 11-0168
COUNTY CUMBERLAND
ACN 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 ALONG THIS LINE _ --'~ R_ETA_IN LOWER POR_TION_ 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: GARNER ROBERTA RFILE N0.:21 11-0168 ACN: 101 DATE: 07-23-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stoeks 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)
(1) 47,800.00 NOTE: To ensure proper
c2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 15,382.82
c6) .00
cn .00
cs) 63.182.82
Cg) 18.346.75
clo) 3.423.69
11. Total Deductions (11) 21,770.44
12. Net Value of Tax Return C12) 41,412.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 41 , 412.38
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, I8 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 C 16) 41.41 _ 3R x 045 = 1 , 863.56
17. Amount of Line 14 at Sibling rate (17) .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 (19)= 1 , 863.56
TAX CREDITS:
'^~^' Kt~tiri DISCOUNT C+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03 30 2012 CD015771 .00 1,863.56 ~
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-31-2012 TOTAL TAX PAYMENT 1,863.56
BALANCE OF TAX DUE .00
INTEREST AND PEN. 22,77
TOTAL DUE 22.77
* 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 FDR INSTRUCTIONS.