HomeMy WebLinkAbout08-24-12CJ~n 1(^'~~ ,,,,LLN~~nnItT~~TIICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxss'~1_IIGRVesr~~Pr6R47vT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIV1s1oN n,;,-.rr-0~c ~~~p~&~OCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0681
<2f? AUG 24 t~Pi I I~ ~4
ORF'i-1KV J CO~,sr
SEPHEN D TILEYCUMBERLAND CO., PA
5 S HANOVER ST
CARLISLE PA 17013-3307
Pennsylvania ~
DEPARTMENT OF REVE NUE
REV-1547 EX AFP Q2-ill
DATE 08-20-2012
ESTATE OF WILLITS JR FREDERICK B
DATE OF DEATH 04-17-2010
FILE NUMBER 21 10-0464
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-19-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILLITS JR FREDERICK BFILE N0.:21 10-0464 ACN: 101 DATE: 08-20-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule H) (27 1 r 190 r440.OD
3. Closely Held Stock/Partnership Interest (Schedul¢ C) C37 .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Own¢d Property (Schedule F7 (6) 371,437.90
7. Transfers (Schedule G7 (77 .OD
NOTE: To ensure proper
credit to your account,
submit the upper portion
of Yhis form with your
tax payment.
H. Total Assets (87 1.561.877.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun¢ral Expenses/Adm. Costs/Misc. Expanses CS<hedule H) (9) -00
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) .00
12. Net Value of Tax Return (127 1x561,877.90
13. Charita63e/Governmental BeQUests; Non-ele<tetl 9113 Trusts (Schedule JJ (13) .00
14. Net Value of Estate Subject tp Tax (147 1.561.$77.90
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) 1r561r877.90 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) nn X 045 = ,QO
17. Amount of Line 14 aY Sfhling rate (177 .nn X 12 = .00
le. Amount of Line 14 taxable at Collateral/Class B rate (1B) .00 X 15 - .00
19. Principal Tax Due (197= .00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT
INTEREST/PEN C+7
PAID
(-)
AMOUNT
PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
x 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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