HomeMy WebLinkAbout11-13-12NOTICE OF INHERITANCE TAX ~ pennsylvania
BUREAU OF INDIVIDUAL. +'~=17Pr'~rgir~ !~-MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~`~`~ ~' UCTIONS AND ASSESSMENT OF TAX DEPARTMENT OFREVENUE
PO BOX 280601 ~-`~i,~~~ ~-~~ '~'~~-~ ~{'I! 1 ~ REV-1547 EX AFP (09-12)
HARRISBURG PA 17128-0601 1 'L,'' ~'~ ~ r" t ''„`' +'_.,_~~
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JAMES D HU~E~~,'~(~ G~ Pr
354 ALEXANDER SPRING RD
CARLISLE PA 17015-7451
DATE 11-OS-2012
ESTATE OF MONISMITH SR HARRY F
DATE OF DEATH 12-30-2011
FILE NUMBER 21 12-0068
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-04-2013
(See reverse side under Objections)
Aoount Resitted
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-15
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47 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEME
----
NT, ALLOWANCE _ _
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: MONISMITH SR HARRY FFILE N0.:21 12-0068 ACN: 101 DATE: 11-05-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate {Schedule A) C1) 89,000.00
2.
Stocks and Bonds (Schedule B) C2)
.00 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C)
C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) C4)
.00 of this form with
Your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
2 9,054.66 tax payment.
6. Jointly Owned Property (Schedule F) {6) .0 0
7. Transfers (Schedule G) {7) .0 0
8. Total Assets
APPROV
ED DEDUCTIONS AND EXEMPTIONS: {8) 118 , 0 4.66
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) {g) 32.5 4 0.09
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 3 F_ g
11. Total Deductions C11) 32,893.47
12. Net Value of Tax Return {12) 85, 161.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 0 0
14. Net Value of Estate Subject to Tax (13) .
{14) 85, 161.19
NOTE: If an assesswent 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 C15) .00 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) RS • 1 61 1 9 X 045 = 3,832.25
17. Amount of Line 14 at sibling rate (17) ~ ~ X 12 =
18. Amount of
Line 14 taxable at
collateral rate
C18)
0 0 x
15 = .0 0
19. Principal
Tax Due . .0 0
TAX CREDITS: {19)= 3,832.25
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
03-29-2012 CD015758 191
.61 4,500.00
TOTAL TAX PAYMENT 4,691.61
BALANCE OF TAX DUE 859.36CR
INTEREST AND PEN. .00
TOTAL DUE 859.36CR
~ 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.
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