HomeMy WebLinkAbout07-23-12,ry,~,.,,„.;.,, .~.~~ F INHERITANCE TAX
5~~,,l~~~.S~.~IE~~ ,~ LLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ,~ ~~~;~?-~h~Dl!'~,~'~~NS AND ASSESSMENT OF TAX
PO BOX 280601 ~`~ ~'' `'' ~ `' ~ `- ~'~
HARRISBURG PA 17128-0601
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60 W POMFRET ST
CARLISLE PA 17013-3243
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11) _ . __.
DATE 07-16-2012
ESTATE OF PALMER JR WILLIAM J
DATE OF DEATH 08-12-2011
FILE NUMBER 21 11-0923
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: PALMER JR WILLIAM JFILE N0.:21 11-0923 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) 78,879.32 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) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 247,237.62
6. Jointly Owned Property (Schedule F) (6) 2 5 9.2 6
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 326 , 376.20
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14,5 7 5.0 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6 4 3.6 2
11. Total Deductions (11) 15,218.66
12. Net Value of Tax Return (12) 311, 157.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 311 , 157.54
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 d ate.
ASSESS MENT 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) 311 , 157.54 x 045 = 14 , 002.09
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)= 14,002.09
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-12-2011 CD015201 552.63 10,500.00
03-12-2012 CD015692 .00 2,949.47
TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
14,002.10
.O1CR
.00
.OlCR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.