HomeMy WebLinkAbout07-23-12 (2)NOTICE., ,Q HERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AP~~~.~~~'~~~rt~:",{'I{,Ai ANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION t ~U~TLQN!$1. ND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 07-16-2012
ESTATE OF DAWGERT NELLIE
DATE OF DEATH 12-19-2010
FILE NUMBER 21 11-0066
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-14-2012
(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 --~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DAWGERT NELLIE FILE N0.:21 11-0066 ACN: 101
-----------------
OR
DATE: 07-16-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 20, 006.33 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) t4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 83, 665.76
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 103, 672.09
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 8,14 7.0 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,3 01.5 7
11. Total Deductions (11) 29, 448. b6
12. Net Value of Tax Return ( 12) 74 , 223.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 74,223.43
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 74 , 223.43 x 045 = 3, 340.05
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 3, 340.05
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-21-2012 CD015738 .00 3,340.05
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-22-2012 TOTAL TAX PAYMENT 3,340.05
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
BALANCE OF TAX DUE .00
INTEREST AND PEN. 50.39
TOTAL DUE 50.39
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~^~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. '