HomeMy WebLinkAbout11-05-12~/l~~r~~~t~e ~-~~ E OF INHERITANCE TAX
i~~~,~~J~~P~tA~~E ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES rr- : p~ ~,":~~j,~j~ LIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ~'',.~ !~,'.•.. `. :_
PO BOX 280601
HARRISBURG PA 17126-0601
"~12 ~!~ -5 P1~ 2~ 2~
~t11~~EF~`L~;^~[; CU., PA
THOMAS P GLEASO
STE 3
49 W ORANGE ST
SHIPPENSBURG PA 17257-1813
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C09-12)
DATE 10-29-2012
ESTATE OF ANSLY KATHRYN A
DATE OF DEATH 05-01-2012
FILE NUMBER 21 12-0534
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 YOUR RECORDS ~ --------------
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ANSLY KATHRYN AFILE N0.:21 12-0534 ACN: 101 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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
~1) 104,000.00 NOTE: To ensure proper
c2) 4,27$,80 credit to your account,
.00 submit the upper portion
(3) of this form with your
C4) • 00 tax payment.
cs) 628,651.30
c6) .00
C7) 109,501.73
cs) 846.431.83
~q) 11.553.75
C10) 2.373.23
11. Total Deductions C11) 13,926.98
12. Net Value of Tax Return (12) 832,504.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) X13) .00
14. Net Value of Estate Subject to lax C14) 832,504.85
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) R~7.~,04_Rr, X 045 = 37,462.72
17. Amount of Line 14 at sibling rate C17) -0~ X 1 2 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 37,462.72
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-26-2012 CD016302 1,873.14 35,589.58
TOTAL TAX PAYMENT 37,462.72
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.