HomeMy WebLinkAbout09-24-12p ~d NOTICE OF INHERITANCE TAX pennsyLvania ~
BUREAU OF INDIVIDUAL TAXES f~E'CO~~~+~T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~'`C~1~i~"~~'I3~~I~CTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 ~ 1 P
HARRISBURG PA 17128-0601
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JERRY A WEIGL~"~'~C( ~~ ~., PA
126 E KING ST
SHIPPENSBURG PA 17257-1326
DATE 09-17-2012
ESTATE OF MACPHERSON ANNA S
DATE OF DEATH 10-09-2011
FILE NUMBER 21 12-0020
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-16-2012
(See reverse side under Objections)
Awount Rewitted~
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: MACPHERSON ANNA SFILE NO.:21 12-0020 ACN: 101 DATE: n9-I7-~n)~
TAX RETURN WAS: IX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To e
2.
Stocks and Bonds (Schedule B)
~2)
,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) 6 3,329.54
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) I7) .00
s. total Assets cs) 63.329.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Ig) 7,6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 16.388.80
11. Total Deductions ail) 24,041.05
12. Net Value of Tax Return C12) 39,288.49
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) 915.4 3
14. Net Value of Estate Subject to Tax C14) 38,373.06
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .n0 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) nn )( 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 38,373.06 X 15 - 5,755.96
19. Principal Tax Due c19)= 5,755.96
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID I-) AMOUNT PAID
01-07-2012 CD015432 287.80 5,500
00
09-10-2012 REFUND .00 .
31.84-
TOTAL TAX PAYMENT 5,755.96
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 DU~(~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. \`J~_J1