HomeMy WebLinkAbout10-09-12
NOT
ANCE r l lif # }lgpAIS MENT E ALLOWANCE TOR DI ALLOWANCE Pennsylvania
BUREAU OF INDIVIDUp, DEPARTMENT OF REVENUE
,JI -,fit DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
INHERITANCE TAX DIVISION 44.' W
PO BOX 280601
HARRISBURG PA 17128-0601
20 1*OCT-9 PM 3:32 DATE 10-08-2012
ESTATE OF MILES EDITH A
DATE OF DEATH 08-27-2011
rv ~~VFILE NUMBER 21 11-1261
ORPHAN'S Mp Cp PA COUNTY CUMBERLAND
JASON K T'~ ACN 101
2 W HIGH ST APPEAL DATE: 12-07-2012
CARLISLE PA 17013-2922 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE
RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS
R--EV----1-54--7--EXA----FP C-1-2 - 11) NOT-ICE OF INHERITANCE TAX APPRAI-S--EM--ENT-,-A--L----LOWANC---E--OR----------------
-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MILES EDITH AFILE NO.:21 11-1261 ACN: 101 DATE: 10-08-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 36,4 34.8 5
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 36,434.85
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,020.28
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,127.08
11. Total Deductions C11) 5,147.36
12. Net Value of Tax Return (12) 31,287.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 31,287.49
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 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 31 .287.49 x 045 = 1,407.94
17. Amount of Line 14 at Sibling rate C17) -nn X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 1,407.94
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
07-06-2012 CDO16223 .00 1,407.94
10-01-2012 SBADJUST .00 4.62
TOTAL TAX PAYMENT 1,407.94
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 DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.