HomeMy WebLinkAbout09-24-12BUREAU OF INDIVIDUAL T NOTICE OF INHERITANCE TAX Pennsylvania ~
~fi;~~~~~MENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION UV DUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP (12-11)
HARRISBURG6PA 17128-0601 ~.ai~ s ~~ 1r ,~~-~~
2~~c SEP 24 P~1 !~ 37 DATE 09-17-2012
ESTATE OF HOUSE ROSELLA J
DATE OF DEATH 03-05-2011
~~~_;~„~;'_~ FILE NUMBER 21 11-0339
FNr~~i~ GuUR~ COUNTY CUMBERLAND
RICHARD C s~~~~~~ID ~{~
PA ACN 101
.,
44 W MAIN S APPEAL DATE: 11-1 6-2012
MECHANICSBURG PA 17 055-6249 (See reverse side under Objections)
AAOUnt Renitted~- ~
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 f-
_
_
_
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE ______________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOUSE ROSELLA JFILE N0.:21 11-0339 ACN: 101 DATE: 09-17-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) ~1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) 550.50
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets c8) 550.50
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Ig) ~+2 2.71
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 813.00
11. Total Deductions C11) 1,335.11
12. Net Value of Tax Return C12) 784.61-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 84,072.37
NOTE: If an assessment was issued previously,
reflect figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
12-05-2011 CD0152E
09-10-2012 REFUND
00
cis) .00 x 00 = .00
ci6) 8.809.37 x 045 = 3,771.10
cln ) so _ on x 12 = 21 .60
cis) 90.00 x 15 = 13.50
c19)= 3,806.20
AMOUNT PAID
,841.51
35.31-
TOTAL TAX PAYMENT 3,806.20
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 INSTRUCTION S