HomeMy WebLinkAbout08-06-12~~~.,~,n, , ~/'~(~NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL rl~~~, iu "' `~~WIV-I~BEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~'t~~ i~ ~ r~- 4i~u- ~ DEPARTMENT OF REVENUE
1,11;;1 i ,,, r'j, EDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-11)
PO BOX 260601
HARRISBURG PA 17126-0601
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PAMELA K FFIA`L'YE~!'-l ~^
4b95 SEARS RUN DR
MECHANICSBURG PA 17050-2560
DATE 07-30-2012
ESTATE OF FISHEL MARGARET E
DATE OF DEATH 07-05-2011
FILE NUMBER 21 11-0788
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
-------------------------------------- RECORDS ~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEME _
NT, ALLOWANCE
-----------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: FISHEL MARGARET EFILE N0.:21 11-0788 ACN: 101 DATE: 07-30-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE
OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 130,000
00
2. Stocks and Bonds (schedule B) C2) .
4b,376.b9 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) C5) .
348,055.06 tax payment.
6. Jointly Owned Property (Schedule F) C6) 17,252.81
7. Transfers (Schedule G) C7) 29,b37.96
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) 571.322.52
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq)__ 27.88 F_q 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.191.18
11. Total Deductions
12•
Net Value of Tax Return cll) 29, 077.17
13.
Charitable/Governmental Bequests; Non-elected 9113 Tr
t C12) 542,245.35
14.
Net Value of Estate Subject to Tax us
s (Schedule J) C13)
.00
(14) 542,245.35
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
reflect figures that include the total
of ALL ,
,
returns
o and 19 will
ASSESSMENT OF TAX: assessed to d t
15. Amount of Line 14 at Spousal rate C15) 00
00 =
16.
Amount of Line 14 taxable at Lineal/Class A rate
C16) .
X
F47
?4S ~ .00
17.
Amount of Line 14 at Sibling rate .
~ x 045 = 24,401.04
C17) _00 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0
15 -
19.
Principal Tax Due X .00
TAX CREDITS:
c19)=
24,401.04
- "`-~°~~' DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
09-16-2011 CD014980 1,184.21
04-05-2012 CD015798 .00
AMOUNT PAID
,~uu.uu
716.86
TOTAL TAX PAYMENT 24,401.07
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
~ 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.