HomeMy WebLinkAbout07-10-12 (3)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JAMES D BOGAR
1 W MAIN ST
SHIREMANSTOWN
Fy{A}~R~,+R~RgA~~-{~,~~y[~~w,R~y,ppVA~LLOWANCE OR DISALLOWANCE
RC VR'itGt1'f7f"IMI'.LwJ"S AND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-1ll
2012,JUL 10 PM12~ I~! DATE 07-02-2012
ESTATE OF PEARCE JR EDWARD N
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~i~tl~f1 DATE OF DEATH 10-03-2011
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~P~'S' W~T FILE NUMBER 21 11-1172
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-31-2012
PA 17011-6327 (See reverse side under Objections)
Amount Remitted ~-,
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
L COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- 1 RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP (12-117 NOTICE OF INHERITANCE 7AX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PEARCE JR EDWARD NFILE N0.:21 11-1172 ACN: 101 DATE• 07-02-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) 4,036.59
3. Closely Held Stock/Partnership Interest (Schedule C) (37 .00
4. Mortgages/Notes Receivable (Schedule 0) (47 .00
5. Lash/Bank Deposits/Misc. Personal Property (Schedule E7 (5) 554,956.02
6. Jointly Owned Property (Schedule F) (67 .00
7. Transfers (Schedule G7 (7) 762,$62.00
NOTE: To ensure proper
credit to your accounk,
submit the upper portion
of this form with your
tax payment.
8. total Assets IB) 1,321.854.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Atlm. CosYS/Misc. Expenses (Schedule H) (g) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
al)
.00
12. Net Value of Tax Return (12) 1,321,854.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1.321.$54.61
NOTE: If an assessment was issued previously
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Lina 14 at Sibling rate
lines 14, 15 and/Dr 16, 17, 18 and 19 will
of ALL returns assessed to date.
18.Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
a5) 1,321,854.61 x 00 - .00
(167 . nn x 045 = .00
cln_ .nn x 12 = .00
ue> .00 x 15 = .00
(19)= .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+1
INTEREST/PEN PAID (-)
AMOUNT PAID
+ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .OD
TOTAL DUE .00 Q
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CC R), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.