HomeMy WebLinkAbout7-23-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARf~ISBURG PA 17128-0601
CAROL H SPEAKMAN
22 NETHERBY LN
CARLISLE
r,~~r,r-~, .;,,,.; ,.-~O~T,~G~OF INHERITANCE TAX
~i-`.d.~~.~#xs~-AIM} ~ ALLOWANCE OR DISALLOWANCE
~'L(~tr~1~~I~~I)~~`7~~NS AND ASSESSMENT OF TAX
pennsylvania i
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
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P•s c r? ~ ~ g /a e ~ It r^z
;. ~~. v~~~ ~~ ~~~~"~ ~' mac: DATE 07-16-2012
ESTATE OF BURGE BETTE J
` - DATE OF DEATH 06-04-2011
j"`t"'~`~,~ "f • "'` r~~''° ~''~ ~ FILE NUMBER 21 11 - 0702
~/k17~R1 it''~,1~ J 'v'~..r'..1"i
~l~~r~~~~l.A~`~U ~~~ ~ F~ COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-14-2012
P A 17 015 - 7114 (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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BURGE BETTE JFILE N0.:21 11-0702 ACN: 101 DATE: 07-1b-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(1) •0 0 NOTE: To ensure proper
t2) ,0 0 credit to your account,
0 0 submit the upper portion
C3) . of this form with your
C4) • D O tax payment .
c5) 12, 396.26
c6) .00
c7) .00
c8) 12, 396.26
c9) 2 , 568.47
tlo) .00
11. Total Deductions C11) 2,568.47
12. Net Value of Tax Return C12) 9,827.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 9,827.79
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 a nd 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 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 9 , 827.79 x 045 = 442.25
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due t19)= 442.25
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-27-2012 CD015752 .00 442.25
07-09-2012 SBADJUST .00 .83
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 442.25
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU,
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.