HomeMy WebLinkAbout09-04-12NOTICE_ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES "'~'-,P~~~x~EMEI+~~;~ ,-LOWANCE OR DISALLOWANCE
INHERITANCE TAx DIVISION ~-; O,F ~DEDUCT~~~h~G AND ASSESSMENT OF TAX
PO BOX 280601 ''-°` ' ~ ~'-.~.'.1
HARRISBURG PA 17128-0601
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JACQUELINE A KELLY ~'`~~~~~'~~-~~G ~~~•, PA
STE 12
845 SIR THOMAS CT
HARRISBURG PA 17109-4843
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 0$-27-2012
ESTATE OF GEBHARD RUTH E
DATE OF DEATH 03-01-2012
FILE NUMBER 21 12-0591
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: GEBHARD RUTH EFILE N0.:21 12-0591 ACN: 101
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OR
DATE: 08-27-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 O credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 11,521.75
6. Jointly Owned Property (Schedule F) (6) 47, 122.91
7. Transfers (Schedule G) ~ (7) .0 0
8. Total Assets (8) 58 , 644 . b6
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,3 81.8 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,0 5 9.5 3
11. Total Deductions (11) 22,441.33
12. Net Value of Tax Return (12) 36,203.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 36 , 203.33
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 return s assessed to date.
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) 36 , 203.33 x 045 = 1 , 629.15
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 }( 15 = .0 0
19. Principal Tax Due (19 )= 1 , 629.15
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-23-2012 CDO1b014 81.46 1,547.70
TOTAL TAX PAYMENT 1,629.16
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
~ 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.