Loading...
HomeMy WebLinkAbout09-07-12~~r~~~~~~~~~ OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES 1. _ ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION ~i,~~,~ }(~ ~~1~~~7(}~N$ AND ASSESSMENT OF TAX PO BOX 280601 ~ J HARRISBURG PA 17128-0601 "~~~1 S~~ -7 P~~ 12~ 3 ORPt-uiiU'S ~vU WILLIAM A DUNCAN~, MBFRLAND CO., PA 1 IRVINE ROW CARLISLE PA 17013-3019 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP (12-11) DATE 09-03-2012 ESTATE OF FISHER WILLIAM L DATE OF DEATH 07-08-2011 FILE NUMBER 21 11-0792 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 CUT ALONG THIS LINE - --~ RETAIN LOWER PORTION FOR YOUR ----------------------- ---------- RECORDS (-~ REV-15 ------------- 47 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _ _ -------------- OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: FISHER WILLIAM LFILE N0.:21 11-0792 ACN: 101 DATE: 09-03-2012 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 00 2. Stocks and Bonds (Schedule B) (2) . 160.00 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) . 7,375.03 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 7,535 03 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)__ 3.309 ~i9 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 66.41 11. Total Deductions 12• Net Value of Tax Return tll) 3, 375.93 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule n2) J) 4, 159.10 14. Net Value of Estate Subject to Tax (13) .00 (14) 4, 159.10 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 17 , reflect figures that include the total of ALL returns assessed to ASSESSMENT OF TAX , d to and 19 will : 15. Amount of 16. Amount of Line 14 Line 14 at Spousal ta bl rate C15) .00 X 00 = .00 17. Amouht of Line 14 xa e at at Sibli Lineal/Class A rate C16) .nn x 04 5 = .00 18 Amount f Li ng rate c17) . nn x 12 = . 00 . o 14. Principal ne 14 Tax Due taxable at Collateral/Class B rate C18) 4,159.10 x 15 - - 623.86 TAX CREDITS: c19)= 623.8b DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 05-14-2012 CD015967 .00 250.00 05-22-2012 CD016006 2.09- 383.86 TOTAL TAX PAYMENT 631.77 BALANCE OF TAX DUE 7.91CR INTEREST AND PEN. .00 TOTAL DUE 7.91CR ~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. S•EE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. - - __