HomeMy WebLinkAbout09-04-12NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXE,~` ,.r~.,~ ~ ,
INHERITANCE TAX DIVISION ., ,_. ,LL. ~'~,. CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 } ~ ~ ~11
HARRISBURG PA 17128-0601 ~~` ~ ~"` ~ ' ~' ' 4_t~
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KEITH 0 BRENN~~{~~~I .~~IJ G~., pA
44 W MAIN ST
MECHANICSBURG PA 17055-6249
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c5) 10 , 397.96
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CUT ALONG 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 DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: __MCLANE ROZELLA MFILE N0.:21 11-0902 ACN: lol DATE: nR-~~-~ni~
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)
. _ ___
pennsylvan~a a ~
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) 181 , 694.57
~9) 13 , 396.59
clo)_ 11 , 733.03
11. Total Deductions X11) 25, 129.62
12. Net Value of Tax Return (12) 156,564.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 6,0 0 0.0 0
14. Net Value of Estate Subject to Tax (14) 150 , 564.95
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 returns assessed to d ate.
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) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 150 , 564.95 X 15 = 22 , 584.74
19. Principal Tax Due (19)= 22,584.74
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-07-2012 CD015937 .00 22,584.74
08-20-2012 SBADJUST .00 3.70
DATE 08-27-2012
ESTATE OF MCLANE ROZELLA M
DATE OF DEATH 08-05-2011
FILE NUMBER 21 11-0902
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
TOTAL TAX PAYMENT 22,584.74
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.