HomeMy WebLinkAbout11-13-12NOTICE OF INHERITANCE TAX ~ pennsylvania
suREau of INDIVIDUAL TAXES APP KT~7r'A,~'J Q~ANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~~~~Q'~I~~`St~ ~1~ ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO 80X 280601 ~°"! P''i G,'~i : ` REV-1547 IX AFP (09-12)
HARRISBURG PA 17128-0601 I ~~- `-'•~'~' `~' " "•`~~
3~~ ~~{~~ ~ 3 ~~ '; O~ DATE 11-12-2012
ESTATE OF FARRELL JAMES K
DATE OF DEATH 07-01-2011
'~~ FILE NUMBER 21 11-1000
LOIS A FARRELL ~'i~r~h~'~~~`'~v',J~,~~`± COUNTY CUMBERLAND
263 W SOUTH ST ~,~)i~~`'~~-.~,i'ti~) C~., Pr~ ACN 101
APPEAL DATE: 01-11-2013
CARL I SL E PA 17013 (See reverse side under Objections)
Awount Rewitted~
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 t-- _
-------------------- ----------------------- ____________
REV-1547 EX AFP f12-117 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FARRELL JAMES KFILE N0.:21 11-1000 ACN: 101 DATE: 11-12-2012
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) ,0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
c4) ' DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) 156,431.00
7. Transfers (Schedule G) C7) 49,355.00
8. Total Assets
cs) 205.786.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) C4) 8.019.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 8,019.00
12. Net Value of Taz Return 197,767.00
C12 )
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax C13) -- 0
c14) 197,767.00
NOTE: If an assesswent was issued previously, Lines 14, 15, 16, 17 18 and/or 19
reflec
t figures that
include the total
of all ,
returns assessed
to dat will
ASSESSMENT OF
TAX: e.
15. Amount of Line 14 at spousal rate C15) 156, 093
00 OO
16. Amount of
Line 14 taxable at
lineal rate
(16) .
x
41 • 67 nn x =
045 = . 00
1 , 875
33
17. Amount of Line 14 at sibling rate (17) n n x 12 = .
18. Amount of Line 14 taxable at collateral rate C18) _
00 x
15 = .00
19. Principal
Tax Due . .00
TAX CREDITS:
c14)=
1,875.33
-••••-•-• nc~.car~ DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
09-29-2011 (0015020 9.46
06-22-2012 (0016158 .00
AMOUNT PAID
314.00
INTEREST IS CHARGED THROUGH 11-27-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 503.21
BALANCE OF TAX DUE 1,372.12
INTEREST AND PEN. 29.12
TOTAL DUE 1,401.24
* 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 FOR INSTRUCTIONS.
REV-7470 Ex (01-10) - ~ ~ ~ t
~ Pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S NAME
Farrell, James
REVIEWED BY
Justin R. Gilmore
ITEM
SCHEDULE NO.
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
EXPLANATION OF CHANGES
2111-1000
101
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
Paae 1