HomeMy WebLinkAbout09-24-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL rAxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
OF DEDUCTIO NS AND ASSESSMENT OF TAX
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HARRISBURG6PA 17128-0601'"3a~~~~ ;}t `t~/L ~"' REV-1547 EX AFP (12-11)
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DATE 09-17-2012
2~f1SFP24 PM~I1,3 ESTATE OF GREENSMITH PHYLLIS M
Q DATE OF DEATH 09-20-2011
EDWARD P ~'~ -
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555 GETTY!~gdiF6~~f'TK~E~C~., PA
MECHANICSBURG PA 17055-5207
FILE NUMBER 21 11-1309
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 4- _ _____
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GREENSMITH PHYLLIS MFILE N0.:21 11-1309 ACN: 101 DATE: D9-t7-~nt~
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To e
2.
Stocks and Bonds (Schedule B)
C2)
,00 nsure proper
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) 17 9.71
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) ~7) 519, 123.44
8. Total Assets (8) 519 303.15
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) .9 .~0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 952.76
11. Total Deductions X11) 24,888.06
12. Net Value of Tax Return X12) 494,415.09
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 494,415.09
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 (15) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 494.415.09 X 045 = 22,248.68
17. Amount of Line 14 at Sibling rate (17) 00
=
.
X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due
TAX CREDITS: C19)= 22,248.68
t'ATI'ItRI RECEIPT - DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-05-2011 CD015299 1,105.26 21,000.00
06-04-2012 CD016065 .00 143.42
TOTAL TAX PAYMENT 22,248.68
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.