HomeMy WebLinkAbout09-04-12NOTICE OF INHERITANCE TAX
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INHERITANCE TAX DIVISION ~ ~ _ ~ ; , ;Q~ DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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CARLISLE PA 17013-3307
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DEPARTMENT OF REVENUE
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REV-1547 EX AFP (12-11)
DATE 08-27-2012
ESTATE OF SHATTO MARIE L
DATE OF DEATH 04-19-2011
FILE NUMBER 21 11-0548
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-26-2012
(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 ~
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHATTO MARIE LFILE N0.:21 11-0548 ACN: 101 •
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OR
DATE: 08-27-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 80, 000.00 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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,8 7 6.0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets cs) 86 , 876.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~9) 5.817.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2 0,4 41.0 0
11. Total Deductions C11) 26,258.00
12. Net Value of Tax Return (12) 60,618.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 60,618.00
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 C16) 60 , 618.00 x 045 = 2, 727.81
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 2, 727.81
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-15-2012 CD015710 12.53- 5,400.00
TOTAL TAX PAYMENT 5,387.47
BALANCE OF TAX DUE 2,659.66CR
INTEREST AND PEN. .00
TOTAL DUE 2,659.66CR "~`
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. '~