HomeMy WebLinkAbout09-24-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '~-~'~~ , ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ' ~' IONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~L`Tr~ + ~;T- ','~ ~ii!! ~ (~
HARRISBURG PA 17128-0601 ~ ~1'v `~~~ i ~~'S "0J L'J
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 09-17-2012
ESTATE OF WATTS GLADYS M
DATE OF DEATH 06-24-2011
FILE NUMBER 21 11-0730
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-16-2012
(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 _ -~ 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: WATTS GLADYS MFILE N0.:21 11-0730 ACN: 101 DATE: 09-17-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) {1) .00 NOTE: To ensure proper
2. Stocks and Bonds {Schedule B) {2) 856,029.00 credit to your account,
3. Closely Held Stock/Partnership Interest {Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable {Schedule D)
{4)
.00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property {Schedule E) (5) 2,069.00
6. Jointly Owned Property {Schedule F) C6) 10 5,24 9.00
7. Transfers {Schedule G) {7) 300,904.00
8. Total Assets {8) 1.264.251.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses {Schedule H) {q) 44. 0 .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
{il)
44,202.00
12. Net Value of Tax Return {1P) 1,220,049.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Taz C14) 1 , 220 , 049.00
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
{16) 1 . 1 9 0.049 _ 00 X
C17) i 0 .000 _ 00 X
c18) .00 X
00 - .00
045 = 53,552.21
12 = 3,600.00
15 = .00
{19)= 57, 152.21
~~+*ncn~ KtI.GlYI DISCOUNT {+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-23-2011 CD014995 2,726.86 51,810.35
04-26-2012 CD015893 .08- 2,615.08
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-27-2012 TOTAL TAX PAYMENT 57,152.21
BALANCE OF TAX DUE .00
INTEREST AND PEN. 7.00
TOTAL DUE 7.00
* 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.