HomeMy WebLinkAbout07-10-12~~~~r~~~~INHERITANCE TAX pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~1i11UUU~ OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIV ISIDN ~~~`~I~l~jl a'~l J AND ASSESSMENT OF TAX REV-1547 Ex aFP clz-11)
PO BOX 280601
HARRISBURG PA 17128-0601
X12 JUL 10 PH 121 12 DArE D7-oz-zo12
ESTATE OF MITTEN MIRIAM G
rntpu 1L~J:~1~r~i;i ~j' DATE OF DEATH 04-29-2011
NNV~l~l~r~~pvu~ v~as~d(1~'~MM1jt~T FILE NUMBER 21 11-0590
SUSAN J HARTMAN WBA~K+ W"~ COUNTY CUMBERLAND
ACN 101
1 IRVINE ROW APPEAL DATE: 08-31-2012
CARLISLE PA 17013-3019 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MITTEN MIRIAM GFILE N0.:21 11-0590 ACN: 101 DATE: 07-02-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (17 33,950.00 NOTE: To ensure proper
2. Stocks and Bontls (Schedule B) (2) 50,962.95 cretlik to your account,
3. Closely Held Stock/Partnership Interest (Schetlule C) (3) .00 submit the upper portion
of this Form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank D¢posits/Misc. Personal Property (Schedule E7 (5) 4,385.73
6. JoSntly Owned Property (Schedule F) - (67 .00
7. Transfers (Schetlule G) (77 146,215.33
e. Total Assets <a) 235.514.01
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 16.402.28
30. Debts/MOr2 gage Liabilities/Liens (Schetlule I) (10) 353.27
11. Total Deductions C11) 16,755.55
12. Net Value of Tax Return (12) 218,758.46
13. Charitable/Governmental Bepuests; Non-elected 9113 Trusts (Schedule J) (131 .00
14. Net Value of Estat¢ Subject to Tax (14) 218.758.46
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 21 8.7r.R.G6 X 045 = 9,844.13
17. Amount of Line 14 at Sibling rate (177 00 X 12 ' .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 9,$44.13
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-28-2011 (0014776 473.68 9,000.00
02-13-2012 (0015586 .O1- 370.46
06-25-2012 SBADJUST .00 .45
TOTAL TAX PAYMENT 9,844.13
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL OUE IS REFLECTED AS A "CREDIT" (CR), VOU MAV BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.