HomeMy WebLinkAbout07-10-12 (3)I~~L/f1IlL1] CFFI(;E WI NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL Tpp~~ { T~(T ~,,,~µg1~A,~'S EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVEN UE
INHERITANCE TAX DIVISION ~TIC~'S'.-1' "' lUR"UEDUCTIONS AND ASSESSMENT OF TAX REV-]sa7 IX AFP nz-11>
PO BOX 280601
HARRISBURG PA 17128-0601
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ROGER B IRWINESQ
IRWIN & MCKNIGHT PC
60 W POMFRET ST
CARLISLE AP 17013
DATE 07 -.02-2012
ESTATE OF FAILOR ANNA E
DATE OF DEATH 10-30-2011
FILE NUMBER 21 11-1197
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-31-2012
(See reverse side under Objections )
Amount Remitted
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 F
REV-1547 EX AFP (12-117 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FAILOR ANNA EFILE N0.:21 11-1197 ACN: 101 DATE: 07-02-2012
TAX RETURN WAS: (X 7 ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSChedule A7 (1) .00
2. Stocks and Bonds (Schedule B) (27 .00
3. Closely Heltl Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (47 .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,474.61
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schatlule G) (77 .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
e. Total Assets (8) 5.474.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expenses (Schedu le H) (9) 3. 40.96
10. Debts/MOrt9age Liabilities/Liens (Schedule I) (107 99.851.02
11. Total DetluctSons (117 103,391.98
12• Net Value of Tax Return (12) 97,917.37-
13. Cheri table/Governmental Bequests; Non-elected 9113 Trusts (SChetlule J) C13) .00
14. Net Value of Estate Subject tp Tax (14) 97.917.37-
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include 't he total of ALL returns assessed to date.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (157 .DO X 00 - .00
16. Amount of Line 14 Taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rata (177 .DO X 12 = .00
18. Amount of LSne 14 taxable at Collateral/Class B rata (18) .00 X 15 - .00
19. Principal Tax Due (197=
T .00
AX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT
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. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLE CTEO AS A "CREDIT" (CR), VOU MAV BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~-rr~-rr