HomeMy WebLinkAbout07-30-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXE ,(~(~t~r~ ~ T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~w~`~~"-" CTIONS AND ASSESSMENT OF TAX
(v~r~"'- -, ;, , REV-1547 EX AFP (12-11)
PO BOX 280601 ~Uti t ~ ~~'
HARRISBURG PA 17128-0601 Sit' C-~ ? `~ ~ r . ice. J
2012 JUL 30 Pl~~ 3= ! 6
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DAVID C MILLER BERtANO 1~•,
STE A
1100 SPRING GARDEN DR
MIDDLETOWN PA 17057-3230
DATE 07-23-2012
ESTATE OF WALMER MARJORIE G
DATE OF DEATH 07-07-2011
FILE NUMBER 21 11-0998
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 T_NIS 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: WALMER MARJORIE GFILE N0.:21 11-0998 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) C1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) •00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 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) 13,6 74.65
6. Jointly Owned Property (Schedule F) I6) 2,700.16
7. Transfers (Schedule G) (7) .00
8. Total assets cs) 16.374.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7.180.8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 28.977.88
11. Total Deductions X11) 36, 158.71
12. Net Value of Tax Return C12) 19,783.90-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) __ 19,783.90-
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 C16) ~0 x 04 5 = .00
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 C19)=
TAX CREDITS: .00
DATE I NUMBER I INTEREST/PE NI PAID (-) I AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.