HomeMy WebLinkAbout09-28-12NOTICE OF INHERITANCE TAX Pennsylvania 'i`-
~]~~p~RIatT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~-~I)~,j[VO~c ~TIDNS AND ASSESSMENT OF TAX REV-1547 Ex AFP Q2-11)
INHERITANCE TAX OIV ISION l.rl'f~ ; 1[.~~,U
PO BOX 280601 REGI~~~ •~-~
HARRISBURG PA 17128-0601
2G12SEP28 PM 12121 DATE 09-17-2012
ESTATE OF SULLIVAN MAURICE M
DATE OF DEATH 02-15-2011
~,_~~. FILE NUMBER 21 11-0345
QRPHAN•S (,Qt~nT COUNTY CUMBERLAND
JERRY J SULLIVA~gER1.AND ~.•PA ACN APPEAL DATE: 11-16-2012
28 KENSINGTON DR
CAMP HILL PA 17011 (See reverse side under Objections)
Aaount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION-FOR-YOUR-RECORDS- ~ ___________________
REV-1547 EX AFP C12-11)DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
ESTATE OF: SULLIVAN MAURICE MFILE N0.:21 11-0345 ACN: 101 DATE: 09-17-2012
TAX RETURN WAS: I X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I17 .00 NOTE: To ensure proper
1. Real Estate (Schedule Al cretlit to your account,
I2) 15,686.00
2. Stocks and Bonds (Schedule H) 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
286,000.32
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) I5) 26,759 76
6. Jointly Owned Property CS ehedule F) I6)
I7) .00
7. Transfers (Schedule G)
Is) 328.446.08
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) I9) 2.087.20_
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6.787.00
I11) 8,874.20
il. Total Deductions 319,571.88
C12)
12. Net Value of Tax Return .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 571 88
I14) 319,
14. Net Value of Estate Subject to Tax
NOTE: If an assesssent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fi0ures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: .00 x 00 = .00
15. Amount of Line 14 at Spousal rate C15)
16. Amount of Line 14 taxable at Lineal/Class A rata C16) X19. x,77 -RR X 045 = 14,380.73
17. Amount of Line 14 at Sibling rate C17) .00 X 12 .00
.00 x 15 = .00
16. Amount of Line 14 taxable at Collateral/Class H rake C18) 380.73
u9)= 14,
19. Prl ncipal Tax Due
IAA LRLYIIJ:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-13-2011 CD014300 719.04 13,661.69
64
26
10-14-2011 CD015062 .00 .
TOTAL TAX PAYMENT 14,407.37
BALANCE OF TAX DUE 26.64CR
INTEREST AND PEN. .00
TOTAL DUE 26.64CR ~
e IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), VOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.