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NOTICE OF INHERITANCE TAX pennsylvarna
BUREAU OF INDIVIDUAL TA3'~/~{,r r,APPRAISEMENT, ALLOWANCE OR DISALLOWANCE •7
INHERITANCE TAX DIVISION ll..~~LL..''( , !,1 -0 'EE@PUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE ? I ib
PO BOX 280601
REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601 DATE 10-01-201
1011OCT _g PIS 3: 33 ESTATE OF CARPENTER2 HENRY S
DATE OF DEATH 10-19-2011
FILE NUMBER 21 11-1209
JESSICA L COUNTY CUMBERLAND
STE (100 AD Co., PA ACN 101
APPEAL DATE: 11-30-2012
555 GETTYSBURG PIKE (See reverse side under Objections)
MECHANICSBURG PA 17055-5204
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE - - --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS--4 -
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CARPENTER HENRY SFILE NO.:21 11-1209 ACN:
101 DATE: 10-01-2012
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
C1) NOTE: To ensure
2. Stocks and Bonds (Schedule B) proper
(2) •00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) c3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4) tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 794,298.91
6. Jointly Owned Property (Schedule F)
(6) .00
7. Transfers (Schedule G)
(7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 794,298 91
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 40,952.42
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(1o) 783.47
11. Total Deductions
12• Net Value of Tax Return (11) 41,735.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 752,563.02
14. Net Value of Estate Subject to Tax .00
(14) 752,563.02
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
16. Amount of Line 14 taxable at Lineal/Class A rate C1 •00 x 0 0 = .00
(166) 757.r;63 n7 x 045 = 33,865.34
17. Amount of Line 14 at Sibling rate
c17) nn x 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due • 00 X 15 = . 00
TAX CREDITS: (19)= 33,865.34
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
01-17-2012 CDO15469 1,690.47
06-19-2012 CDO16133 32,118.89
.00 55.98
TOTAL TAX PAYMENT
33,865.34
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" CCR), YOU MAY BE D v
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.