HomeMy WebLinkAbout08-06-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDU
~G~E.C i~~~~~AISEMENT, ALLOWANCE OR DISALLOWANCE Pennsylvarna ~
INHERITANCE TAX DIVISIONp ~~~~y~ ~ ~.,r '~t~l ~~F DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 n~~l'v~~t! ~-'~ ~~'~- ' REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601
2012 AU6 -6 PM 1= 23
~~~_~~ ; .
nORPHANee'S~~ COUFsr
LINDA J ~~~G*•~ ~••
4242 CARLISLE PIKE
PO BOX 308
CAMP HILL PA 17001-0308
DATE 07-30-2012
ESTATE OF CONLEY CHARLOTTE M
DATE OF DEATH 07-12-2011
FILE NUMBER 21 11-0820
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
REV-1547 RECORDS ~
EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEME
DISALLOWANCE O NT, ALLOWANCE
--------------
OR
F DEDUCTIONS AND ASSESS
ESTATE OF: CONLEY MENT OF TAX
CHARLOTTE MFILE N0.:21 11-0820 RCN:
101
DATE: 07-30-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETUR
O
N BASED ON:
RIGINAL RETURN
1. Real Estate (Schedule A)
(1)
2. Stocks and Bonds (Schedule B) .00
NOTE: To ensure proper
C2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 1 , 848.44
.00 credit to your account,
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)
4,5 7 7.05 tax payment.
6. Jointly Owned Property (Schedule F)
(6)
7. Transfers (Schedule G) .00
(7) 903,519.15
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS• C8) 909.944 64
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12• Net Value of Tax Return (11) 53,504.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trust ( 8
.
s
14. Net Value of Estate Subject to Tax Schedule J) C13) 28.000
00
NOTE: If a C14) 828,440 57
n assessment was issued previously, lines 14
15
reflect fiDUres that include the total of ALL ,
and/or 16, 17, 18 and 19 will
ASSESSMENT OF TAX: returns assessed to d ate.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rat '00 X 00 = .00
e (16)
17. Amount of Line 14 at Sibling rate n0 x 045 = .00
cln
18. Amount of Line 14 taxable at Collateral/Class B rate C18) G14.9q~ 7q x 12 =
414
145
2 49,715.43
19. Principal Tax Due ,
.
8 x 15 = 62, 121.79
TAX CREDITS: (19)= 111,837.22
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-04-2011 CD015030
4,660.00
03-08-2012 CD015677
88,540.00
.00 18,637.22
TOTAL TAX PAYMENT 111,837.22
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL DUE I .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT•' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
(9) 4 . 6 9 ~~
(lo) 7,864 74
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