HomeMy WebLinkAbout11-26-12NOTICE OF INHERITANCE TAX
~RPRa4~I~~~NT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAX'S ~ `~_ ..- OF `Df~CTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION --
PO BOX 280601 ,-' -, _; ;
HARRISBURG PA 17128-0601
~t~ s. .~ pennsyLvania
' DEPARTMENT OF REVENUE
REV-1547 EX AFP (09-12)
DATE 11-20-2012
ESTATE OF DONSON HARRY E
DATE OF DEATH 10-18-2011
_ FILE NUMBER 21 11-1151
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. AC N 101
60 W POMFRET ST APPEAL DATE: 01-19-2013
C A R L I S L E P A 17 013 - 3 2 4 3 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL ONG THIS LINE ---- -~ R_ETA_IN LOWER POR TION
FOR YOUR RECORDS F-
_
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE _
TAX APPRAISEMENT, ALLOWANCE _ __
OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: DONSON HARRY EFILE N0.:21 11-1151 ACN: 101 DATE: 11-20-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 133, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1 , 131 , 964.64 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule .0 0
C) (3) submit the upper portion
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) 555, 962.58
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 337, 956.02
8. Total Assets (8) _ 2 , 158 , 883.24
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) (9) 144 ~ 770.42
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,94 5.14
11. Total Deductions
cll)
146, 715.56
12. Net Value of Tax Return (12) 2, 012, 167.68
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 5 0 2,2 6 3.5 0
14. Net Value of Estate Subject to Tax (14) 1 , 509 , 904.18
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 (16) 1 .363.904 _ 1 S X 045 = 61 , 375 . b9
17. Amount of Line 14 at sibling rate C17) _0 n X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) 146, 000.00 X 15 = 21 , 900.00
19. Principal Tax Due C19)= 83, 275.69
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-13-2012 CD015454 4,163.78 80,000.00
TOTAL TAX PAYMENT 84,163.78
BALANCE OF TAX DUE 888.09CR
INTEREST AND PEN. .00
TOTAL DUE 888.09CR ~
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE ~,
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ~l: