HomeMy WebLinkAbout09-24-12NOTICE OF INHERITANCE TAX Pennsylvania ~
~~~~~PP ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXE ,+ T' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION (~[r ~:~ TIONS AND ASSESSMENT DF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 I IL\.!{` ~`~-~ ,y - t' i,..-`~ J
HARRISBURG PA 17128-0601
~~I2 SEP 24 PH I: 38
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ADAM R DELUCA(~~D '~ pA
61 W LOUTHER ST
CARLISLE PA 17013-2987
DATE 09-17-2012
ESTATE OF WATSON JR JAMES B
DATE OF DEATH 09-07-2011
FILE NUMBER 21 11-1054
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 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: WATSON JR JAMES BFILE N0.:21 11-1054 ACN: ln~ nerF, no_,-~_-in,~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 56,600.79 NOTE: To
2.
Stocks and Bonds (Schedule B)
(2)
2,236.68 ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 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) 18,092.4 4
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 76.929.91
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) ]9.644.7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 51 , 700.51
11. Total Deductions X11) 71,345.26
12. Net Value of Tax Return C12) 5,584.65
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 5,584.65
NOTE: If an assessment was issued previously, li nes 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) ~i.~iA4.6r, x 045 = 251.31
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 251.31
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
06-07-2012 CD016069 .00 251.31
TOTAL TAX PAYMENT 251.31
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.