HomeMy WebLinkAbout09-24-12p~~n~~1~-1~•~.~.OCE OF INHERITANCE TAX pennsylv~_
BUREAU OF INDIVIDUAL TAXES +~ t6~tttC KT" , ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION (~ ~(~'r"-~;j('~ TIONS AND ASSESSMENT DF 'SAX DEPARTMENT OF RE
PO BOX 280601 t I~I.~tV ~ ~.. „~t
HARRISBURG PA 17128-0601 REV-1547 EX AFP (12
~~12 SEP 24 PM I~ J~1 DATE 09-24-2012
ESTATE OF WIRTH CAROLYN
',.,1,1:~~ , :; DATE OF DEATH 09-12-2011
ORPt-I~i~~ C;4~~r FILE NUMBER 21 11-0982
ADAM R DELUCA Cl~ulE~ERi.~WD CO., ~. COUNTY CUMBERLAND
61 W LOUTHER ST ACN 101
CARLISLE APPEAL DATE: 11-23-2012
P A 17 013 - 2 9 8 7 (See reverse side under Objections )
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ --! R_ETA_IN LOWER POR_TION_ FOR YOUR REC_O_R_D_S___~___
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT --" -------'-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENTAOFOTAXCE OR ---"
ESTATE OF: WIRTH CAROLYN MFILE N0.:21 11-0982 ACN: 101 DATE:
09-24-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) '00 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C) C2) •00 credit to your account,
Cg) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with
C4) your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6 6,8 75.97 tax payment.
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) C6) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12• Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
Cn 130,895.70
Ca) 197,771 67
C9) S 407 1 L
clo) 23,665 91
Non-elected 9113 Trusts (Schedule J)
NOTE: If an assessment was issued previously, lines 14, 15
reflect figures that include the total of ALL return
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT
DATE
12-01-2011
06-11-2012
NUMBER
CD016089
utSW UNT (+)
INTEREST/PEN PAID (-)
538.17
.00
v,cG7.L3
9,120.45
00 = .00
045 = .00
12 19,883.83
15 = .00
C19)= 19,883.83
TOTAL TAX PAYMENT
19,883.85
BALANCE OF TAX DUE
.02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
* 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. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
cll) 32, 073.05
Clz) 1b5,698.62
c13) . 00
C14) 165,698 62
and/or 16, 17, 18 and 19 will
s assessed to date.
cls) , 00 X
C16) ~0 X
C17) 7 6~ 691 67 X
Cls) , Op X
AMOUNT PAID