HomeMy WebLinkAbout11-13-12~~~r1~i,-.~ ^~r•-, ICE OF INHERITANCE TAX
~~~.~,~: i;.i~lP~A~ ~NT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL Tax s~-~;..,, ....; ., s,F ;I~~dCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601 ~ ~ t ~-• ~ ` "°t-~~
HARRISBURG PA 17128-0601
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ROBERT G FREYC'~'~v~E~~~~`a~~ ~'~•- PA
5 S HANOVER ST
CARLISLE PA 17013-3307
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C09-12)
DATE 11-05-2012
ESTATE OF GIBBON LOIS R
DATE OF DEATH 10-18-2011
FILE NUMBER 21 11-1111
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-04-2013
(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 t12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GIBBON LOIS RFILE N0.:21 11-1111 ACN: 101 DATE: 11-nS-~n)~
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) 110, 000.00 NOTE: To ensure proper
(2) 22,810.00 credit to your account,
C3) 0 0 submit the upper portion
of this form with your
(4) • 00 tax payment.
(5) 52,535.00
(6) .00
(7) 37, 070.00
(a) 222,415.00
(9)__ 25.575.00
(l0) 1. X8.00
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(11) 26,803.00
(1z) 195,612.00
(13) . 00
(14) - 195,612.00
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) .0 0 x 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate (16) )9~i• A17 nn X 045 = 8,802.54
17. Amount of Line 14 at sibling rate (17) On X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate (18) .0 0 X 15 = .00
19. Principal Tax Due
TAX CREDITS (19)= 8,$02.54
:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-17-2012 CD015462 378.95 7
200
00
07-31-2012 CD016331 1.30- ,
.
2,107.22
TOTAL TAX PAYMENT 9,684.87
BALANCE OF TAX DUE 882.33CR
INTEREST AND PEN. .00
TOTAL DUE 882.33CR
* 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.