HomeMy WebLinkAbout09-04-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
SUSAN H CONFAIR
2331 MARKET ST
CAMP HILL
~~`~,r ~ ~~~~~~^l~F INHERITANCE TAX
' '~Pf~A~$~~.~ ,ALLOWANCE OR DISALLOWANCE
"'~~ 4J~F.;I9ED~1~ _k~.aNS AND ASSESSMENT OF TAX
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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAKER STEVEN (FILE N0.:21 11-0052 ACN: 101 DATE: 08-27-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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)
pennsylvania': ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 183, 395.24
C9) 11 , 119.17
Clo) 77, 007.67
11. Total Deductions C11) 88,126.84
12. Net Value of Tax Return C12) 95,268.40
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 95, 268.40
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) ?4 .500.00 X 12 = 2, 940.00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 70 , 768.40 X 15 = 1 0 , 615.26
19. Principal Tax Due C19)= 13,555.26
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-23-2011 CD014176 165.00 3,135.00
03-23-2011 CD014175 512.76 10,450.00
C1) 137, 000.00
C2) .00
c3) .00
C4) .00
C5) 21 , 895.24
C6) .00
C7) 24,500.00
DATE 08-27-2012
ESTATE OF BAKER STEVEN C
_.~_', .. DATE OF DEATH 12-23-2010
~~ ~~ ~+'`s` ~ u~j~'i ~ FILE NUMBER 21 11 - 0052
C~)~~~~~~f~~ CO., Ph~ COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-26-2012
P A 17 D 11 - 4 6 4 2 (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 14,262.76
BALANCE OF TAX DUE 707.50CR
INTEREST AND PEN. .00
TOTAL DUE 707.50CR
* 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 OF THIS FORM FOR INSTRUCTIONS. ~~