HomeMy WebLinkAbout07-30-12N ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES~Cj~~,~~ T, ALLOWANCE OR DISALLOWANCE
POHBOXT280601~ DIVISION pp[[{,{~~0 ~ ~~QgCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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JAMES M BACH ~pGr'fL.r7w 4v.,
352 S SPORTING HILL RD
MECHANICSBURG PA 17050-3061
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 07-23-2012
ESTATE OF BARNER ROSIE M
DATE OF DEATH 12-29-2011
FILE NUMBER 21 12-0076
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2012
(See reverse side under Objections)
Awount Rewitted -~
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 _
AISEMENT, ALLOWANCE __________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARNER ROSIE MFILE N0.;21 12-0076 ACN: 101 DATE: 07-23-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: 7o ensure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) 24,4 37.76
6. Jointly Owned Property (Schedule F) ~6) .00
7. Transfers (Schedule G) (7) .00
s. Total Assets c8) 24.437.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q)_ 11.847.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 11,847.00
12. Net Value of Tax Return X12) 12,590.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 12,590.76
NOTE: If an assesswent 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) _00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) -n 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 12,590.76 X 15 - 1,888.61
19. Principal Tax Due (19)= 1,888.61
TAX CREDITS:
YA7MhN~ RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-02-2012 CD015781 .00 1,888.61
TOTAL TAX PAYMENT l,ggg,61
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. `~
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