HomeMy WebLinkAbout09-07-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
BRIDGET M WHITLEY ~~~ ~ ~O ~~~ PA
FL 6
17 S 2ND ST
HARRISBURG PA 17101-2053
NOTICE OF INHERITANCE TAX
,~ , ~ ~ ~iLLOWANCE OR DISALLOWANCE
C1~'~Q r EC~~~iNS AND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 09-03-2012
ESTATE OF WASHINGTON WILLIAM L
DATE OF DEATH 05-03-2010
FILE NUMBER 21 11-1089
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
L1~? SEP -7 P~~ I2~ 3~
CUT ALONG THIS LINE ---) RETAIN LOWER PORTION FOR YOUR RECORDS
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _ _
--------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WASHINGTON WILLIAM LFILE N0.:21 11-1089 ACN: 101 DAT
E: 09-03-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF R
ETURN BASED ON: ORIGINAL 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) C3) .00
.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) C5) 1,4 24.00 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G)
(7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS• (B) 1.424 00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)__ 10.96 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
12• Net Value of Tax Return C11) 10,963.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru
t (
) 9,539.00-
14. Net Value of E
t
t s
s Schedule J) (13 .00
s
a
e Subject to Tax
c14) 9,539 00-
NOTE: If an assessment was issued previously, lines 14
15
reflect figures that
include the total
of ALL ,
and/or 16, 17,
o
and 19 will
ASSESSMENT OF TAX: returns assessed to d t
15. Amount of Line 14 at Spousal rate
16.
Amount of Line 14 taxable at
Lineal/Class A rate (15)
C16) .00 x 00 =
.00
17.
Amount of Line 14 at Sibling
rate nn x 045 = .00
18.
Amount of Line 14 taxable at
Collateral/Class B ra C17)
te C18) -
_nn x 12 -
.00
15 -
.00
19. Principal Tax Due X
- .00
TAX CREDITS: (19)= .00
DATE AMOUNT PAID
I NUMBER I INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE f~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (~