HomeMy WebLinkAbout09-17-12NOTICE OF INHERITANCE TAX Pennsylvania ~
r~(~1'(~R~ ENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TA~~, t;.i_L~ '.1~~
INHERITANCE TAX DIVISION [~ ~ C~.., ,y ` UCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-11)
PO BOX 280601 I ,~~~ ~ k~~~ ~;;"
HARRISBURG PA 17126-0601
~~Iq.)[.f ~~ ~~ IBC) DATE 09-11-2012
[C[ f J ESTATE OF KELLEY BEATRICE M
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ORPHAN`S ~,Ql1fl
KAREN M BAL ~,~
223 STATE STREET STE
PO BOX 821
HARRISBURG PA 17108-0821
DATE OF DEATH 10-29-2008
FILE NUMBER 21 08-1112
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-10-2012
(See reverse side under Objections)
A:oount Re~itted~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --- RETAIN LOWER PORTION
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX
DISALLOWANCE OF DEDUCTIONS
ESTATE OF: KELLEY BEATRICE MFILE N0.:21 FOR YOUR RECORDS (-
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APPRAISEMENT, ALLOWANCE
AND ASSESSMENT OF TAX
08-1112 ACN: 101
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OR
DATE: 09-11-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,981.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) _ 3,981.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 21 5.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 215.00
12. Net Value of Tax Return (12) 3,766.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 3.766.00
14. Net Value of Estate Subject to Tax (14) .00
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) _DO X 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.