HomeMy WebLinkAbout7-23-12{~'~'~ ,~,~ ~~` ~'it"' CE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ~:('~!.':.,, ~ - ~~~ .`
INHERITANCE TAX DIVISION ~1~.~"•`~%~~-''• ~R Y~~$~CTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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CHARLES R NEBEL
141 W HIGH ST
CARLISLE PA 17013-2913
~1) 160, 000.00
c2) 422, 931.00
c3) .00
c4) 216,932.00
c5) 194,963.00
c6) 2, 527.00
C7) 224,542.00
CUT-ALONG-THIS-LINE----- ---) --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- ~ -------------------
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COLLINS RUTH KFILE N0.:21 11-0786 ACN: 101 DATE: 07-16-2012
TAX RETURN WAS: CX) 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)
pennsylvania` ~i
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 1,221,895.00
c9) 23 , 439.0 0
clo) 41 , 000.00
11. Total Deductions (11) 64,439.00
12. Net Value of Tax Return X12) 1,157,456.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 1, 157,456.00
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) ,0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 , 157 , 456.00 x 045 = 52, 086.00
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) ,0 0 X 15 = .0 0
19. Principal Tax Due C19)= 52, 086.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMDUNT PAID
09-19-2011 CD014977 1,894.74 36,000.00
03-20-2012 CD015728 .00 14,191.00
07-09-2012 SBADJUST .00 .26
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE - 07-16-2012
ESTATE OF COLLINS RUTH K
DATE OF DEATH 06-25-2011
FILE NUMBER 21 11-0786
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
TOTAL TAX PAYMENT 52,086.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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