HomeMy WebLinkAbout11-26-12NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES" OF' bE'DUG'TIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ~,~ :-. - - :~ ~1
PO BOX 280601 ~"~ _ ~ _~,\.,'
HARRISBURG PA 17128-0601
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ANDREW C SHEEL(~,~~~,'~-`__ '~ ~':~,
127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055-0095
C1) 122,200.00
c2) .00
c3) .00
c4) .00
c5) 50 , 583.95
c6) .00
c7) • 00
CUT ALONG THIS LINE --- ~ --RETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-- _ ___
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OWENS GLADYS MFILE N0.:~7 71- »S~ acN~ ins neTF. ii_~n_~n
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (09-12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 172 , 783.95
c9) 3 , 416.69
clo) 29,037.10
11. Total Deductions C11) 32,453.79
12. Net Value of Tax Return C12) 140,330.16
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 140,330.16
NOTE: If an assessment 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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) ) 4n • 33n -) 6 x 045 = 6, 314 .85
17. Amount of Line 14 at sibling rate C17) -0 0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 6, 314.85
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-31-2012 CD015528 315.74 6,000.00
DATE 11-20-2012
ESTATE OF OWENS GLADYS M
DATE OF DEATH 11-12-2011
FILE NUMBER 21 11-1255
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-19-2013
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 6,315.74
BALANCE OF TAX DUE .89CR
INTEREST AND PEN. .00
TOTAL DUE .89CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ~~~~