HomeMy WebLinkAbout09-24-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~y~r- 4r `a !!~~~~}~; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ' °"~`~~~f~~~E~~~j;r10N$ AND ASSESSMENT OF TAX
PO BOX 280601 ;;~~ t,~ (i l l
HARRISBURG PA 17126-0601 "~~~" 6 { '"'~~ i ~'J
?~12 SEP 24 PPS I ~ 37
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KENNETH E LEWIS BERLAND Co., PA
625 LIBERTY AVE 29TH
PGH PA 15222
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-11>
DATE 09-24-2012
ESTATE OF BATHURST HAZEL L
DATE OF DEATH 03-18-2012
FILE NUMBER 21 12-0680
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-23-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ______________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BATHURST HAZEL LFILE N0.:21 12-0680 ACN: 101 DATE: 09-74-~n1~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
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) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 54 0.0 9
6. Jointly Owned Property (Schedule F) ~6) 55.41
7. Transfers (Schedule G) ~7) 137, 060.52
s. Total Assets cs) 137.656.02
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Iq) ,97 .7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 17,321.71
11. Total Deductions C11) 33,297.42
12. Net Value of Tax Return I12) 104, 358.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 104,358.60
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
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:
c15) .00 X
C16) 1 0 4 . F:S _ 60 X
(17) _ 00 X
cls) .00 X
00 = .00
045 = 4,696.14
12 = .00
15 = .00
I19)= 4,696.14
~~,~~~~~ rce~ttri DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-12-2012 CD016114 234.69 4,459.05
09-17-2012 SBADJUST .00 2.40
TOTAL TAX PAYMENT 4,696.14
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
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ,~(~