HomeMy WebLinkAbout07-30-12OTICE OF INHERITANCE TAX
BuREau of INDIVIDUAL Ta ,', ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~~ ~~~
Po aox zao6ol ~~i'~,~~, L4 Q~{~~r•7DUCTIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 07-23-2012
ESTATE OF STEELE MARGARET I
DATE OF DEATH 03-22-2011
FILE NUMBER 21 11-0463
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2012
(See reverse side under Objections)
Amount Resitted
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 ~--
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPR
AISEM _
ENT, ALLOWANCE __________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: STEELE MARGARET IFILE N0.:21 11-0463 ACN: 101 DATE: 07-23-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 425,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2 6,394.00 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)
.00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,3 35.00
6. Jointly Owned Property (Schedule F) ((,) .00
7. Transfers (Schedule G) ~7) 275,264.00
e. Total Assets c8) 733.893.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg)_ 19.568.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9.150.00
11. Total Deductions X11) 28,718.00
12. Net Value of Tax Return C12) 705, 175.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 705.175.00
NOTE: If an assess~ent 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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 7pS.175-00 x 045 = 31,732.88
17. Amount of Line 14 at Sibling rate (17) ~~ 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)= 31 , 732.88
TAX CREDITS:
~~*^°^' rct'-tlri DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
06-16-2011 CD014583 1,578.95 30,000.00
04-04-2012 CD015797 .05- 153.98
07-16-2012 SBADJUST .00 1.26
TOTAL TAX PAYMENT 31,732.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT•• (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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