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HomeMy WebLinkAbout11-05-12BUREAU OF INDIVIDUAL INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 '"`iFl CE OF INHERITANCE TAX f fi (`(1 ` ~ `~ rrjj~ f~ '~~'~~ APPtt~AI NT, ALLOWANCE OR DISALLOWANCE TAXES r -,~ ~(jF ~?~. TIONS AND ASSESSMENT OF TAX C~F~~~:~ `v `U'.~~1~`Sr ~~}MFE~11~V~ CC.. PA BARBARA G GRAY LL ESQ 305 N FRONT ST 6TH FL PO BOX 999 HARRISBURG PA 17108-0999 ~ Pennsylvania DEPARTMENT OF REVENUE REV-1547 EX AFP <09-12) DATE 10-29-2012 ESTATE OF BROWNE HELEN P DATE OF DEATH 11-17-2011 FILE NUMBER 21 11-1258 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 12-28-2012 (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 YDUR RECORDS ~ ------------------------------------------------------------------------- REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: BROWNE HELEN PFILE N0.:21 11-1258 ACN: 101 ------ OR DATE: ------------ 10-29-2012 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper 2. Stooks and Bonds (Schedule B) (2) .00 credit to your account, 00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3 6,960.82 6. Jointly Owned Property (Schedule F) C6) 14,227.33 7. Transfers (Schedule G) C7) .00 8. Total Assets c8) 51 , 188.15 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6.49 2.15 10. Debts/Mortgage Liabilities/Liens (Schedule I) C 10) 10.519.14 11. Total Deductions C11) 17,011.29 12. Net Value of Tax Return C12) 34, 176.86 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts ( Schedule J) C13) .00 14. Net Value of Estate Subject to Tax (14) 34, 176.86 NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 rate (16) 34 • ) 76 - R6 X 045 = 1 , 537.96 17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due C19 )= 1,537.96 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 02-16-2012 CD015601 66.32 1,260.00 07-25-2012 CD016304 .00 214.96 TOTAL TAX PAYMENT 1,541.28 BALANCE OF TAX DUE 3.32CR INTEREST AND PEN. .00 TOTAL DUE 3.32CR * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.