HomeMy WebLinkAbout7-23-12,+~~Fr~r~~~;-,~, -.,:-~ I ~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ""~'~~~~~~~~~~' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~'~i,;!~,~t~~', ~~~~~j+~ONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
_, ~. _...
RICHARD C SNELBAK~~~~B~~~'~ vC~', PA
SNELBAKER AND ASSOC
44 W MAIN ST
MECHANICSBURG PA 17055-7400
pennsylvania i
DEPARTMENT OF REVENUE i
REV-1547 EX AFP (12-11)
DATE 07-16-2012
ESTATE OF TOOMEY RONALD L
DATE OF DEATH 01-18-2011
FILE NUMBER 21 11-0306
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- ~ --
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TOOMEY RONALD LFILE N0.:21 11-0306 ACN: 101 -----------------
OR
DATE: 07-16-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,Q 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 11,000.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 11 , 000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,4 9 0.5 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (11) 4,490.50
12. Net Value of Tax Return (12) 6,509.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 6,509.50
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 C15) 6,509.50 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
t
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~-~.'
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.
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