HomeMy WebLinkAbout08-06-12[}r ~~~~ NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES fsLGC12C,!€;.~~~'~,7~ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION /~~'+
Po eox zso6ol ~~~~~~ D~I~~~ONS AND ASSESSMENT OF TAX REV-1547 IX AFP clz-11)
HARRISBURG PA 17128-0601
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64SOUTHPITTSTREEST
CARLISLE PA 17013
DATE 07-30-2012
ESTATE OF CONN LUCY H
DATE OF DEATH 04-30-2011
FILE NUMBER 21 11-0560
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-28-2012
(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
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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: CONN LUCY HFILE N0.:21 11-0560 ACN: 101 DATE: 07-30-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~l) 7 7,500
00
2. Stocks and Bonds (Schedule B)
C2) .
,00 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
(5) .
2 2,64 5.9 9 tax payment.
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) ~7) .00
8. Total Assets
APPROVED DEDUCTIONS AND ts) _ 100 , 145.99
EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)- 2 ;.;5 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 13.385.84
11. Total Deductions
C11) 36,769.40
12• Net Value of Tax Return (12) 63,376.59
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) 1.000.00
14. Net Value of Estate Subject to Tax
(14) 62,376.59
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16
17
18 and 19
reflect figures that include the total of
ALL ,
,
returns assessed to date will
ASSESSMENT 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 C16) F:R .1376
~9 X 045 = .
17
Amount of Li . 2, 649.45
.
ne 14 at Sibling rate (17) 7 00
00 X 12 = 12.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 3,400.00 X 15 = 510
00
19. Principal Tax Due .
TAX CREDITS: (19)= 3, 171 .45
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-11-2012 CD015827 00
. 3,171.45
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-12-2012 TOTAL TAX PAYMENT 3,171.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. 18,72
TOTAL DUE 18.72
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (~