HomeMy WebLinkAbout11-30-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ELIZABETH H FEATHER
3631 N FRONT ST
NOTICE OF INHERITANCE TAX ~ Pennsylvania
~~~~~~~Q~CNCE OR DISALLOWANCE
_ ~~11 ASSESSMENT OF TAX DEPARTMENT OF REVENUE
REGlS ~ ER OF ~~~x+~-t-~ REV-1547 Ex AFP (09-12)
212 {~~%~~ ~O tt~ ice:. ~C. DATE
ESTATE OF
CLERK Qi- DATE OF DEATH
QRPHANS' C~~i~~ FILE NUMBER
CUMBERLAND GU., ~ ~ COUNTY
ACN
HARRISBURG PA 17110-1533
11-26-2012
CALLAGHAN JACK K
12-03-2011
21 11-1330
CUMBERLAND
101
APPEAL DATE: 01-25-2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~~ RETAIN LOWER PORTION FOR YOUR
------------------------ ------------ RECORDS ~
-----------
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
--------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CALLAGHAN JACK KFILE N0.:21 11-1330 ACN: 101 DAT
E: 11-26-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALU
E OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A] C1) 265, 000.00
2. Stocks and Bonds (Schedule B) C2)
1,116,240.14 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
c
00 of this form with your
4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
4 3,18 9.5 4 tax payment.
6. Jointly Owned Property (Schedule F) C6) 37,959.82
7. Transfers (Schedule G) C7) 59,832.94
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) _ 1.522. 4~
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) ~
8
(9)--
10. Debts/Mortgage Liabilities/Liens (Schedule I) i4
9
2
(10)-- ,9 7.6
11. Total Deductions
12. Net Value of Tax Return C11) 54,767.17
C12) 1,467,455.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax (13) 00
C14) 1,467 455 27
NOTE: If an assessment was issued previously, Lines 14, 15, 16
17 18
reflec
t figures that include the total of
all ,
,
returns and/or 19 will
ASSESSMENT OF
TAX: assessed to date.
15. Amount of Line 14 at spousal rate (15) .0 0 0 0
16. Amount of
Line 14 t X =
.00
axable at lineal rate (16)- 1 -467.4r,~ 97 045 =
17. Amount of
Line 14 at sibling rate X 66, 035.49
18. Amount of
Line 14 taxable at collateral rate C17) _n n
x -
12 -
.00
19. Principal
Tax Due Clg)
.00 X _
15 -
.00
TAX CREDITS:
C19)=
66, 035.49
PAYMENT RECEIPT DISCOUNT (+]
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-28-2012 (0015635 3
301
77
,
. 65,000.00
TOTAL TAX PAYMENT 68,301.77
BALANCE OF TAX DUE 2,266.28CR
INTEREST AND PEN. .00
TOTAL DUE 2,266.28CR
~ 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 FOR INSTRUCTIONS. (~n
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