HomeMy WebLinkAbout07-10-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX GIV IS ION
PD BOX 280601
HARRISBURG PA 17128-0601
JOSEPH D BUCKLEY ESq
1237 HOLLY PIKE
N ERITANCE TAX
APPR CE OR DISALLOWANCE
OF~'~I~PSiII ASSESSMENT OF TA:X
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-ill
2D11JULIO P(i121 IIDATE 07-02-2012
ESTATE OF NEER FRANCIS 0
f~fc~4I~L'~~~R~IC C;1 DATE OF DEATH 12-18-20D9
Vr71'1 Vyy~s CQV~ji FILE NUMBER 21 09-1214 _
~~~ +~.~ COUNTY CUMBERLAND
CARLISLE PA 17013-4435
ACN LO1
APPEAL DATE: OS-31-2012
(See reverse side under Objections)
Amount Renittetl
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- 1 RETAIN LOWER PORTION FOR YOUR RECCIRDS (-~
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENn OF TAX
ESTATE OF: NEER FRANCIS OFILE N0.:21 09-1214 ACN: 101 DATE: 07-02-2012
TAX RETURN WAS: (X ) ACCEPTED AS FILED C ) CHAWGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchetlul¢ A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B7 (27 1,417.669.19 credit to your account,
3. Closely Held SYpck/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (47 .00 tax payment.
5. Cash/Bank Deposits/Misc. P¢rsonal Property CSCh¢dule E) (5) 6!i,958.69
6. Jointly Owned Property (Schedule F) (67 .00
7. Transfers CSChadule G) (7) .OD
e. Total Assets (87 1.483.627.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (gl 51.749.40
30. Debts/Mortgage Liabilities/Liens CSghatlule I7 (107 .00
11. Total Detluctions (11) 51,749.40
12. Net Valus of Tax Return (12) 1,431,878.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusks (Schedule J) (13) .00
14. Net Value of Estate Sub3ect to Tax (14) 1.431,87$.4$
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 aB;s essed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 7( 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rake (16) 1.L31.A7A.L•A X 045 = 64,434.53
17. Amount of Lin¢ 14 at Sibling rate (17) .nn X 12 .00
18. Amount of Line 14 taxable at Collatara l/Class B rake (18) .00 X 15 = .00
19. Principal Tax Due (19)= 64,434.53
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-11-2010 CD012448 3,221.73 64,000.00
TOTAL TAX PAYMENT 67,221.73
BALANCE OF TAX DUE 2,787.20CR
INTEREST AND PEN. .00
TOTAL DUE 2,787.20CR
x IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAV BE DUE ~-
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. .~