HomeMy WebLinkAbout09-04-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
HARRY L BRICKER JR
921 BRADFORD RD
NOTICE OF INHERITANCE TAX
A~~~J~`I';S~fM~NT3i~;~4WANCE OR DISALLOWANCE
~.
-4-F;~~U;UGT'IU!N~~ AND ASSESSMENT OF TAX
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HARRISBURG PA 17112-1611
(1) .00
(2) 2, 981.44
(3) .00
(4) .00
(5) 43, 930.60
(6) .00
(7) 1,044,371.53
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLDWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BENEDUM HELEN HFILE N0.:~1 ~~-n~~~ ACNE ini nerF• nQ_~~_~ni~
TAX RETURN WAS: (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)
Pennsylvania ~
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.
(8) 1,091,283.57
(9) 29 , 375.16
(lo) .00
11. Total Deductions C11) 29, 375.16
12. Net Value of Tax Return (12) 1 , 061 , 908.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1,5 0 0.0 0
14. Net Value of Estate Subject to Tax (14) 1,060,408.41
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 , 060 , 408.41 x 045 = 47 , 718.38
17. Amount of Line 14 at Sibling rate (17) _0 n X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 47, 718.38
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-07-2012 CD015939 36.08 685.58
05-07-2012 CD015940 1,174.92 22,323.44
05-07-2012 CD015941 1,174.92 22,323.44
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 47,718.38
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~,~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. .
DATE 08-27-2012
ESTATE OF BENEDUM HELEN H
DATE OF DEATH 02-17-2012
FILE NUMBER 21 12-0265
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