HomeMy WebLinkAbout09-28-12r NOTICE OF INHERITANCE TAX Pennsylvania ~
APPRAI ~: OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF D ~ A A,~SESSMENT OF TAX
PO BOX 280601 . {.~~3 ~~- L•i REV-1547 IX AFP (12-1U
HARRISBURG PA 1]128-0601 l,J i i, ~-I ~~~~- ~
2012SEP28 PM12~DLI~E lo-Dl-zDlz
ESTATE OF THOMAS CATHERINE A
DATE OF DEATH 12-03-2010
'~~'' ~~'~ FILE NUMBER 21 11-0826
ORFsHANSC~U~T OUNTY CUMBERLAND
DEBRA K WALLET (;Un,IgE~.gNp pp., ~N 101
24 N 32ND ST APPEAL DATE: 11-30-2012
CAMP H I L L PA 17 O 1 1 ( See reverse side under Objections )
Amount Renftted -1
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~- RETAIN LOWER PDRTIDN FOR YOUR RECORDS ~
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: THOMAS CATHERINE AFILE N0.:21 11-0826 ACN: 101 DATE: 10-01-2012
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schetlule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bontls (SChetlule B) (27 ,00 cretliY to your account,
3. Closely Held Stock/Partnership Interest (SChetlule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D7 (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .OD
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule N) (9) .00
10. Debts/MOrt9ag¢ Liabilities/Liens (Schedule I) (107 .00
11. Total Deductions (111 .00
12. Net Value of Tax Return (12) .00
13. Charitable/Governmental Bequests; Non-el¢cted 9113 Trusts (SChetlule J) (13] .00
14. Net Value of Estate Subiect to Tax (14) 143,254.19
NOTE: If an assessment was issued previously, lYnes 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 (157 .OD 7( 00 - .00
16. Amount of Line 14 taxable at lineal/Class A rata (16) 14 3 JP:4-19 X 045 = 6,446.44
17. Amount of line 14 at Sibling rate (17) 00 =
-
X 12 .00
18. Amount of Line 14 Taxable at Collateral/Class B rate (187 .00 X 15 - .00
19. Principal Taz Due (197= 6,446.44
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
X 3E 3E SUMMARY O ALL O5 PAYMENTS xa~
06-01-2012 .00 6,400.00
in,CnCJI 1J I.mHRbCU IMKU UIiM LU-16-ZU12
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 6,400.00
BALANCE OF TAX DUE 46.44
INTEREST AND PEN. 77,39
TOTAL DUE 123.83
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR7, YOU MAY B~UE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTION
REV-10]0 EX ~049Jj•
';,, ~ ~ Pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Boz 280601
Thomas, Catherine
INHERITANCE TAX
EXPLANATION
OF CHANGES
2111-0826
Justin R. Gilmore ~ •v • 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Forwarded to Post Assessment Review Unit in reference to the reduction to schedule A.
Row Paae 1