HomeMy WebLinkAbout08-24-12lima NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL razes REC~t~~k~i~+f.~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION [t~;;,?Q~ ,DL A~ONS AND ASSESSMENT OF TAX
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MICHAEL A SCHEREfYRLAND CO., PA
19 W SOUTH ST -
CARLISLE PA 17013-3445
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE oB-zo-2olz
ESTATE OF BANISTER LOIS A
DATE OF DEATH 09-10-2011
FILE NUMBER 21 11-1004
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-19-2012
(See reverse side under Objections)
Amount Remitted ~---l
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 (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BANISTER LOIS AFILE N0.:21 11-1004 ACN: 101 DATE: OS-20-2012
TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2. Stocks antl Bonds (Schetlule B) Ib 4,645.69
3. Closely Held Stock/Partnership Interest (Schedule CJ (37 .00
4. Mortgages/Notes Receivable (Schetlule D) (4) •00
5. Cash/Bank Deposits/Misc. Personal Property (Schetlule E) (5) 257,219.29
6. Jointly Owned Property (Schedule F7 (67 .00
7. Transfers (Schedule G) (7) .00
NOTE: To ensure proper
cre tlit to your account,
submit the upper portion
of this form with your
tax payment.
e. Total Assets (8) 261.864.98
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schetlu le H) (g) 14,837.05
30. Debts/Mortgage Liabilities/Liens (Schetlule I) (10) 6.251.10
11. Total Deductions (11) 21,0$8.15
12. Net Value of Tax Return (12) 240,776.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 240.776.83
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fi8ures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rake (15) .00 X 00 - ,00
16. Amount of Line 14 taxable at Lineal/Class A rata I16) -00 X 045 = ,QO
17. Amount of Line 14 at Sibling rate (17) DD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 240,776.83 X 15 - 36r116.52
19. Principal Tax Due (19)= 36,116.52
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-D6-2011 CD015298 1,805.83 37,000.00
TOTAL TAX PAYMENT 38,805.83
BALANCE OF TAX DUE 2,689.31CR
INTEREST AND PEN. .00
TOTAL DUE 2,689.31CR
x IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A •'CREDIT•' CCR), YOU MAY BE !~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.