HomeMy WebLinkAbout07-10-12 (3)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1]128-0601
ROBLN HOLMAN LOY
16 E MAIN ST
PO BOX 97
NEW BLOOMFIELD
NOTICE OF"INHERITANCE TAX
~~~~t~l:DWANCE OR DISALLOWANCE
IlCU1J1 [Il l.-F6Y"L7 AND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-154] E% AFP (12-ill
2Bi2JUL.ld PM12~ I4„ DATE o7-D2-zolz
ESTATE OF BEERS BEVERLY E
~.... ~~ DATE OF DEATH 10-18-2011
/~p~G~.C(~~'~~1~ FILE NUMBER 21 11-1270
~~ W~v ~Mtyu~~r COUNTY CUMBERLAND
W" ~'~ ACN 101
APPEAL DATE: 08-31-2012
(See reverse side under Objections)
PA 17068 Amount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER DF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~- RETAIN LOWER PORTION FOR YOUR RECORDS t-
REV-15 47 EX AFP (12-11) NOTICE OF INHERITANCE TAX APP RAISEME NT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: BEERS BEVERLY EFILE N0.:21 11-1270 ACN: 101 DATE• 07-02-2012
TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AY I1) .00 NOTE: To ensure proper
2. Stacks and Bonds CSehedule B) (2) .00 credit to your account,
3. Closely Held Stoek/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Persq nal Property CSehedule E) (5) 100,843.23
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) I77 .00
e. Total Assets (8) 100.843.23
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expenses (Schedule H) Ig). 70.757.78
10. Debts/Mortgage Liabilities/Lions (Schedule I) C10) 3.831.03
11. Total Deductions 1117 14.588.81
12. Net Value of Tax Return I12) 86,254.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSehedule J) C13) .00
14. Net Value of Estate Subjeet to Tax (14) 86.254.42
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 DO - .OD
16. Amount of Lina 14 taxable 'at lineal/Class A rate (16) A6 J54-GJ X 045 = 3,881.45
17. Amounk of Line 14 at Sibling rata (17) OD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due I19) = 3,$81.45
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-12-2012 CD015441 194.07 3,761.00
06-25-2012 REFUND .00 73.62-
TOTAL TAX PAYMENT 3,881.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
• IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A ^CREDIT^ (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. °'-
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