HomeMy WebLinkAbout10-26-12pC[~(+'~~( ~~f NOTICE OF INHERITANCE TAX ~ pennsylvania
BUREAU DF INDIVIDUAL TAXE@f1h~RL~[L-i~ ~T' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~,~.~;~ A ~ TIONS AND ASSESSMENT DF TAX DEPARTMENT OF REVE NUE
PU BOX 280601 t. ~t- ~ !. ~~~ ~ lll~~, REV-1547 EX AFP (09-1D
HARRISBURG PA 17126-0601 ~ a V~u ~ - ~/
2C; 2 OCT 26 AN I I ~ 36
OHPHAi~iS COU?T
THOMAS w waTSfo~IMBERI.AND CO.. PA
103 RIDGEWOOD DR
CAMP HILL PA 17011-1628
DATE 10-22-2012
ESTATE OF WATSON WILLIAM G
DATE OF DEATH 10-31-2011
FILE NUMBER 21 11-1225
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-21-2012
(See reverse side under Objections)
Aoount Reeitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1 RETAIN LOWER PORTION FOR YOUR REC O_RDS F
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WATSON WILLIAM GFILE N0.:21 L1-1225 ACN: 101 DATE: LO-22-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks antl Bands (Schetlule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schetlule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schetlule F)
7. Transfers (Schetlule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expenses (Schetlule H)
10. Debts/Mortgage Liabilities/Liens (Schetlule I)
(1)_ 250,000.00
(z) 60,548.27
(3) .00
(4) .00
Is) 88,711.77
(6) .00
(7) 419,373.76
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
taX payment.
(B) 818.633 80
(9) 1-- 1.178 Fr+
uo) ) 61
11. Total Detluctions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-ele<tetl 9113 Trusts (Schetlule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Lf ne 14 ai spousal rate
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 at sibling rata
16. Amount of Line 14 taxable at collateral rate
19. Principal Tax Due
TAX CREDITS:
ul) 11.302.16
(12) 807,331.64
(13) -00
n4) 807.331.64
Lines 14, 15, 16, 17, 18 and/or 19 will
of all returns assessed to date.
(15) .00 X
(16) Nn-- 7'~~1 ~ X
(17) nn X
(18) .OO X
00 = .00
045 = 36,329.92
12 = .00
15 = .00
(19)= 36,329.92
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-J AMOUNT PAID
01-20-2012 CD015486 1
052
63
07-20-2012
CD016277 ,
. 20,000.00
.00 14,513.42
INTEREST Tc rueor_rn Tuon,,.-~,
____..-___ ......,.... ~. -w-cuac
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
~ IF PAID AFTER GATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 35,566.05
BALANCE OF TAX DUE 763.87
INTEREST AND PEN. 6.14
TOTAL DUE 770.01
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. "'
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