Loading...
HomeMy WebLinkAbout08-13-12 T~NOTICE OF INHERITANCE TAX pennsyLvania 4' BUREAU OF INDIVIDUAL TAXES FR ^r LENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE' INHERITANCE TAX DIVISION L~ E90NS S AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11) PO BOX 280601r~-/ t' t HARRISBURG PA 17128-0601 ` 11 IQ DATE 0 70 12 AUG r 13 b3~ ir2` Gry2 8-06-2012 PR ESTATE OF HAWKINS DAISY R DATE OF DEATH 04-05-2011 FILE NUMBER 21 11-0457 ow-IM, - COUNTY CUMBERLAND WILLIAM L GRUBBERI D CO„ ACN 101 3803 GETTYSBURG RD APPEAL DATE: 10-05-2012 CAMP H I L L PA 17011-6809 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT-ALONG-THIS LINE -)--RETAIN LOWER PORTION FOR YOUR RECORDS E- REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: HAWKINS DAISY RFILE NO.:21 11-0457 ACN: 101 DATE: 08-06-2012 TAX RETURN WAS: Cx) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper 00 credit to your account, 2. Stocks and Bonds (Schedule B) (2) submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 9,747.56 6. Jointly Owned Property (Schedule F) C6) 193,560.95 7. Transfers (Schedule G) (7) 147, 000.00 8. Total Assets (8) 350,308.51 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9) 5.549.94 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 24,066.94 11. Total Deductions (11) 29,616.88 12. Net Value of Tax Return (12) 320,691.63 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax C14) 320,691.63 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) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 320.691.63 x 045 = 14,431.12 17. Amount of Line 14 at Sibling rate (17) nn X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00 19. Principal Tax Due C19)= 14,431.12 TAX CREDITS: PAYMENT RECEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID AMOUNT PAID 04-20-2012 CDO15874 .00 14,431.12 BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-21-2012 TOTAL TAX PAYMENT 14,431.12 BALANCE OF TAX DUE .00 INTEREST AND PEN. 125.44 TOTAL DUE 125.44 * 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.