HomeMy WebLinkAbout09-04-12~ ~i , r ~,+~F .- J~FU;~,~-C~~OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,,~-~PRSA-~SEM~I~.,,Ty~' ALLOWANCE oR DISALLOWANCE
INHERITANCE TAX DIVISION i . :i _Q F. ~~A~D~~`_Ne~pN$ AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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MARIELLE F HAZEN ESQ
STE 202
2000 LINGLESTOWN RD
HARRISBURG PA 17110-9347
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 08-27-2012
ESTATE OF JEFFRIES KATHARINE E
DATE OF DEATH 02-26-2012
FILE NUMBER 21 12-0319
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
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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JEFFRIES KATHARINE EFILE N0.:21 12-0319 ACN: 101
-----------------
OR
DATE: 08-27-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 7,4 91.9 3 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 12, 011.52
6. Jointly Owned Property (Schedule F) (6) 1 , 637.84
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 21 , 141.29
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1.6 8 9.7 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 15,9 3 5.3 2
11. Total Deductions C11) 17, 625.11
12. Net Value of Tax Return (12) 3,516.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 3,516.18
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 (16) 3.516.18 x 045 = 158.23
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 158.23
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-08-2012 CD015952 7.91 150.32
TOTAL TAX PAYMENT 158.23
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. ~`~~~