HomeMy WebLinkAbout09-24-12NOTICE OF INHERITANCE TAX pennsyly
BUREAU OF INDIVIDUAL TAXES ~ ~~~„~CAI~OWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r(~{h~J~~~,~~ AND ASSESSMENT OF TAX DEPARTMENT OF R-
PO BOX 280601 ~[1`. ! rJ_
HARRISBURG PA 17128-0601 ~"~~"'"} `01 ~~''- ~J REV-1547 EX AFP (1
2D12 SEP 24 PM I~ 3~ DATE 09-24-2012
ESTATE OF THOMAS SAUNDRA
~.,-~,`[, DATE OF DEATH 03-17-2011
~~~~~ V~v~iT FILE NUMBER 21 11-0988
JERRY A WEIGLE ESQ ~~~(~ '(~ ~, COUNTY CUMBERLAND
126 E KING ST ACN 101
SHIPPENSBURG PA 17257-1326 APPEAL DATE: 11-23-2012
(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 F-•
- - - ---------- --------------------
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
---------------------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: THOMAS SAUNDRA LFILE NO.:
21 11-0988 ACN: 101 DATE: 09-24-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) (1) 113,000.00 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C) (2) •00 credit to your account,
(3) •0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with
(4) Your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7~ •00 tax payment.
6. Jointly Owned Property (Schedule F) 925.48
7. Transfers (Schedule G) (6) •0 0
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
c7) .00
cs) 120.925 48
C9) 91 48~+ G7
(io) 14,326 70
Non-elected 9113 Trusts (Schedule J)
(11) 35,812.17
(12) 85, 113.31
(13) • 00
(14) 85,113 31
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:
DATE I ~ I DISCOUNT (+)
_ NUMBER INTEREST/PEN PAID c ~
14 2012 I CD016124
.00
AMOUNT PAID
1
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-15-2012 TOTAL TAX PAYMENT
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATIDN OF ADDITIONAL INTEREST.
and/or 16, 17, 18 and 19 will
s assessed to date.
(15) . 00 X
(16) R~ ] l ~ ~1 )(
(17)_ no X
(15) .00 X
00 = .00
045 = 3,830.10
12 = .00
15 = .00
c19)= 3,830.10
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
3,830.10
.00
56 53
56 53
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTTDNc