HomeMy WebLinkAbout08-24-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TaxES A~~` nACL LOWANCE OR DISALLOWANCE
INHERITANCE TAX DrvIS IDN ~ ~ ~'„~E~~QMS AND ASSESSMENT OF TAX
PO BOX 280601 ~` _iv L.n ` .~.,n iii `C
HARRISBURG PA 17128-0601 ,
Z~i2 AUG 24 A=;1I ~ 35
RICHARD C SNELBAKE ORPW;N'S 'vO~)Fi~
44 W MAIN ST '~UMBERlr1ND CO., PA
MECHANICSBURG PA 17055-6249
Pennsylvania ~i
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12 -11)
DATE 08-20-2012
ESTATE OF BRANDY ROBERT E
DATE OF DEATH OS-08-2011
FILE NUMBER 21 11-0879
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-19-2012
(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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRANDY ROBERT EFILE N0.:21 11-0879 ACN: 101 DATE: 08-20-2012
_ TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 157,447.21
2. Stocks and Bontls (Schetlule B) (Z) 153, 160.09
3. Closely Held Stock/Partne rshSp Interest (Schetlule C) (3) .00
4. Mortgages/Notes Receivable (Schetlule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schetlule E) (57 945,031.81
6. Jointly Owned Property (Schetlule F) (6) .00
7. TransFers (Schetlule G) (77 56,302.53
NOTE: To ensure proper
credit to your account,
submit the upper porti or
of this form with your
taX payment.
e. total Assets (e) 1.311,941.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (97 71.904.66
10. Debts/Mortgage LiabSlities/Liens (Schetlule I7 (30) 476.53
11. Total Deductions (117 72,381.19
12. Net value of tax Return (127 1,239,560.45
13. Charitable/Govarnmenial Bequests; Non-elected 9113 Trusts (Schetlule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 1,239,560.45
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 returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of LSne 14 at Spousal rate (157 .00 X 00 - ,OQ
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 7.939. n.60.4F X 045 = 55,7$0.22
17. Amount of Line 14 at Sibling rate C17) .OD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rake (18) .00 X 15 - .00
19. PrincSpal Tax Dua (19)= 55,780.22
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-08-2011 CD015184 2,789.01 55,000.00
TOTAL TAX PAYMENT 57,7g9,01
BALANCE OF TAX DUE 2,008.79CR
INTEREST AND PEN. .00
TOTAL DUE 2,008.79CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.