HomeMy WebLinkAbout09-07-12r ~~ "~~ ~NQO~TICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~~U~"--~~~3SI9T51=~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ f"~i( ~~; '~E'~ r IONS AND ASSESSMENT DF TAX
PO BOX 280601 I i~.A.J~:._~ ~ '.,,i a';`~,~~ REV-1547 EX AFP C12-11>
HARRISBURG PA 17128-0601
r'.~""~~ ~~~ "~ p ~2: uE3 DATE 09-03-2012
ESTATE OF WILLIAMSON ALICE R
r'~~ ~, ,; - DATE OF DEATH 02-10-2011
,~
rQ~iP~J~u'f~s ~„~~~~i`iT FILE NUMBER 21 11-0212
FOREST N MYERS CUMBERl.~JrD CO., PA COUNTY CUMBERLAND
ACN 101
137 PARK PL W APPEAL DATE: 11-02-2012
SHIPPENSBURG PA 17257-9212 (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 E-- _ ___
-------------------- ----------------------- _______
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT DF TAX
ESTATE OF: WILLIAMSON ALICE RFILE N0.:21 11-0212 ACN: 101 DATE: n9-n~_~ni~
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 45,000
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) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,170.94
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 52.170.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 18.661 1
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 2.8 70.99
11. Total Deductions (11) 21,532.20
12• Net Value of Tax Return (12) 30,638.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 30 638.74
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 date
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 (16) 30 . 6~8 _ 74 x 045 = 1 , 378.74
17. Amount of Line 14 at Sibling rate (17) .00 X 12 =
.00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 )( 15 = .0 0
19. Principal Tax Due
TAX CREDITS: (19)= 1,378.74
•-••••~~~~ Re~eari DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-16-2012 CD015987 21.25- 1,400.11
TOTAL TAX PAYMENT 1,378.86
BALANCE OF TAX DUE .12CR
INTEREST AND PEN. .00
TOTAL DUE .12CR
* 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 FDRM FOR INSTRUCTIONS.