HomeMy WebLinkAbout11-26-12NOTICE OF INHERITANCE TAX ' ~ ~ penn~V~Van~a
APPi~~~SEI~ENT, ~L,~.Ok1ANCE OR DISALLOWANCE J
BUREAU OF INDIVIDUAL TAXES O~`!`,p,~-j~~'~IONS•; A nr ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 IX AFP C09-12)
PO BOX 280601 ~ ' ~ { ->
HARRISBURG PA 17128-0601 ~~ - - __.j
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SALLY A JONES ~'' '~ ~ `~ '
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1580 WILLIAMSBURG WAY
MECHANICSBURG PA 17050-7387
DATE 11-20-2012
ESTATE OF SEMMEL EVELYN M
DATE OF DEATH 11-06-2011
FILE NUMBER 21 11-1237
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-19-2013
(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 ---- -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E--
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SEMMEL EVELYN MFILE N0.:21 11-1237 ACN: 101 DATE: 11-20-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: 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)
C1) .00
~2) 126,476.72
c3) .00
c4) .00
C5) 32, 166.98
c6) .00
C7) 40, 000.00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 198 , 643.70
c9) 29 , 320.77
clo) .00
11. Total Deductions C11) 29, 320.77
12. Net Value of Tax Return 169
322
93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C12) ,
.
0 0
14. Net Value of Estate Subject to Tax C13) .
169
322
93
C14) ,
.
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 rate C16) ~ 69 • ~?~ - 93 X 045 = 7, 619.53
17. Amount of Line 14 at sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 7, 619.53
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-26-2012 CD015520 380.98 9,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 9,380.98
BALANCE OF TAX DUE 1,761.45CR
INTEREST AND PEN. .00
TOTAL DUE 1,761.45CR~
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE ~~,,~
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.