HomeMy WebLinkAbout09-04-12NOTICE OF INHERITANCE TAX penllSy Vat11a ~
BUREAU OF INDIVIDUAL TAXES ;",f ,Ai~f~RA~S~I~~.N~~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ ~ -_ , ~F DEU;I~gI,'I ONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 ` - ~"-~t-`.i
HARRISBURG PA 17128-0601
GEORGE B FALLER `~~~~~~.~L,~~L~ ~~~~ Pty,
MARTSON LAW OFFICE
10 E HIGH ST
CARLISLE PA 17013-3093
DATE 08-27-2012
ESTATE OF RICHARDSON SHERITTA A
DATE OF DEATH 08-25-2011
FILE NUMBER 21 11-1350
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-2b-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- ~ --
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RICHARDSON SHERITTA AFILE N0.:21 11-1350 ACN: 101 -----------------
OR
DATE: OS-27-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 131, 100.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 11,331.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) bb, 139.79
8. Total Assets (8) 208 , 570.79
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,8 7 0.4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9 3,4 2 6.5 0
11. Total Deductions (11) 111,296.90
12. Net Value of Tax Return (12) 97,273.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 97,273.89
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 , 18 and 19 will
reflect figures that include the total of ALL return s 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/Class A rate (16) 97 , 273.89 x 045 = 4 , 377.33
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 ~( 15 = .0 0
19. Principal Tax Due (19)= 4,377.33
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-13-2012 CD016111 b.4b- 4,383.79
08-20-2012 SBADJUST .00 .36
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 4,377.33
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUET
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. }I~1