HomeMy WebLinkAbout09-24-12 _ _
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BUREAU OF INDIVIDUAL TAXES ~~~~t:~C-~ OF INHERITANCE TAX
LSE ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISION ~ p
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PO BOX 280601 TAX
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REV-1547 EX AFP C12-11)
HARRISBURG PA 17128-0601
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RICHARD E CONNEL~~"~~~'ANU CO., P~1
2303 MARKET ST ..
CAMP HILL PA 17011-4627
DATE 09-24-2012
ESTATE OF MULROY SARAH L
DATE OF DEATH 10-29-2011
FILE NUMBER 21 11-1201
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-23-2012
(See reverse side under Objections)
Asount Rea,itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~• R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F•
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MULROY SARAH LFILE N0.:21 11-1201 ACN: 101 _ ___
OR
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) C1) 217,232.3b NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 4 56,44 3.18 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C
00 of this form with your
4) . taz payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 28,198.54
6. Jointly Owned Property (Schedule F) ~6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets
APP cs) 701.874.08
ROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 31. 07.6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)- 4,34 5.72
11. Total Deductions X11) 35,553.34
12. Net Value of Tax Return C12) 666, 320.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 666,320.74
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) 666 . X90 _ 74 x 045 = 29, 984.43
17. Amount of Line 14 at Sibling rate C17) -n0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due C19)= 29, 984.43
TAX CREDITS:
rs~rntni RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-25-2012 CD015519 1,263.16 24,000.00
06-12-2012 CD016119 .00 4,721.27
TOTAL TAX PAYMENT 29,984.43
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.