HomeMy WebLinkAbout09-04-12` NOTICE~OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~~''-~-~~~~~~T~!-ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r r-~ , OFD=-= I~ED`1~Q7~'ONS AND ASSESSMENT OF TAX
PO BOX 280601 `~ '-~ ~ ~- ? ' ~`- v,~J
HARRISBURG PA 17128-0601
MICHAEL J WILSON C~~~~~~~~ ~~J., Pi~
113 IRON FURNACE CT
LEWISBERRY PA 17339-9339
cl) .00
c2) 9, 154.21
c3) .00
c4) .00
c5) 32, 517.16
c6) $8, 333.34
~7) 158,451.14
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: KEITH JR ROBERT LFILE N0.:21 11-0925 ACN: lol DATE: nR-~~-~ni~
TAX RETURN WAS: CX) 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)
Pennsylvania , ~i
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) 288 , 455.85
~9)_ 19,295.70
clo) 117,609.91
11. Total Deductions X11) 136,905.61
12. Net Value of Tax Return (12) 151 , 550.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 151 , 550.24
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 (16) 1 S1 SO . 4 x 045 = 6, 819.76
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 C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 6,819.76
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-14-2012 CD015966 .00 6,819.76
TOTAL TAX PAYMENT 6,819.76
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.
DATE 08-27-2012
ESTATE OF KEITH JR ROBERT L
DATE OF DEATH 08-14-2011
FILE NUMBER 21 11-0925
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 SgUARE
CARLISLE PA 17013