HomeMy WebLinkAbout09-04-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE~Q ~`''~.. ~ ~PP`•R4.E~~ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION t ~ -~ Q~, 1`1"~ UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ' ~. ._~~
HARRISBURG PA 17128-0601 r -'- -'
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JOHN R ZONARI~F ~~~~ri~~,~G (J~ ~ ~A
FL 6
17 S 2ND ST
HARRISBURG PA 17101-2053
C1) .00
C2) .00
C3) .00
C4) .00
c5) 177,428.00
c6) .00
C7) .00
CUT ALONG THIS LINE ---- ---) R_ETA_IN LOWER PDR_TION_ FOR YOUR RECORDS E-- _ ___
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHELLEY_ HELEN MFILE N0.:21 11-1337 ACN: 101 DATE: nR-~~-~ni~
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)
DATE 08-27-2012.
ESTATE OF SHELLEY HELEN M
DATE OF DEATH 12-05-2011
FILE NUMBER 21 11-1337
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
pennsylvania ~ ;
DEPARTMENT OF REVENUE
_ _ .'
REV-1547 EX AFP (12-11)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 177,428.00
C5) 4, .00
clo) 140.00
11. Total Deductions C11) 4,392.00
12. Net Value of Tax Return C12) 173, 036.00
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) (13) 10,38 2.0 0
14. Net Value of Estate Subject to Tax C14) 162, 654.00
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 date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 6?, 654.00 x 045 = 7, 319.00
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 7, 319.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-24-2012 CD015633 365.95 7,000.00
OS-20-2012 REFUND .00 46.95-
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 7,319.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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