HomeMy WebLinkAbout09-24-12['(/'1~ ~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~.C_lJ~~i'1~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 11~~1`~7~~~IDNS AND ASSESSMENT OF TAX
PO BOX 280601 n t,~lv ([E~ vl i .._,~~~
HARRISBURG PA 17128-0601
~3l1 SEP 24 P~ l ~ 37
~+,{~~,,~~Hr~il~e~~~t~v~~
GEORGE B FALLER GI~MBERI.AND CO., PA
10 E HIGH ST "
CARLISLE PA 17013-3015
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 09-17-2012
ESTATE OF FALLER URSULA E
DATE OF DEATH 10-21-2010
FILE NUMBER 21 10-1079
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-16-2012
(See reverse side under Objections)
AAOUnt 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 RECORDS ~ _ _______________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FALLER URSULA EFILE N0.:21 10-1079 ACN: 101 DATE: ne-t~-~nl~
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) ~1) 217, 000.00 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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 9,84 7.41
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) .00
8. Total Assets c8) 266,847.41
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 56.017.14
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions X11) 56, 017.14
12. Net Value of Tax Return (12) 210,830.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 246,572.24
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) 9 46.57 .74 X
C17) .00 X
c18) . 00 X
00 = .00
045 = 11,095.75
12 = .00
15 = .00
c19)= 11,095.75
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
01-20-2011 CD013922 394.74 7,500.00
07-20-2011 CD014737 .00 2,000.00
05-01-2012 CD015914 28.07- 1,375.00
TOTAL TAX PAYMENT 11,241.67
BALANCE OF TAX DUE 145.92CR
INTEREST AND PEN. .00
TOTAL DUE 145.92CR
~ 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 FDRM FOR INSTRUCTIONS. ^ n