HomeMy WebLinkAbout09-07-12.~C(,~.,~-,~ j-; r T E OF INHERITANCE TAX
~~~~~R/4~~ ALLOWANCE OR DISALLOWANCE
BN ERITANCE TAXDDIVISIONL TAXES ~Er7~u't'I.~~.~~'IONS AND ASSESSMENT OF TAX
PO BOX 280601 [ ~[1~7~
HARRISBURG PA 17128-0601
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KELLY A PERKINS~,M~ERLAND CO., PA
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BURLINGTON NC 27215-9781
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c3) .00
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c5) 8,609.83
c6) .00
c7) 64, 029.06
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LDWER POR_TION_ 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: NELSON HARRY MFILE N0.:21 11-.1300. ACN: 101 DATE: 09-03-2012
TAX RETURN WAS: (X) 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 ~
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) 72.638.89
fig) 3,471.57
clo) 518.32
11. Total Deductions X11) 3,989.89
12. Net Value of Tax Return C12) 68,649.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 3.4 76.00
14. Net Value of Estate Subject to Tax C14) 65, 173.00
NOTE: If an assessment was issued previously, li nes 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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 6~,.17~ 00 x 045 = 2,932.78
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due c19)= 2,932.78
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
05-11-2012 CD015962 .00 2,932.78
TOTAL TAX PAYMENT 2,932.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
DATE 09-03-2012
ESTATE OF NELSON HARRY M
DATE OF DEATH 11-17-2011
FILE NUMBER 21 11-1300
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-02-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
^ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.