HomeMy WebLinkAbout11-16-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
t'.!~p~RPIRASS`E'MON•~.V~L LOWANC ETORCDI SALLOWANCE
C1E `~'QF`_-$E,DtlfV,F~I~NS AND ASSESSMENT OF TAX
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (09-1D
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ESTATE OF CARLS RUTH M
' DATE OF DEATH 04-04-2012
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; FILE NUMBER 21 12-0435
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~ COUNTY CUMBERLAND
SCOTT ALAN ,
MITCHELL ~b ACN 101
STE 200 APPEAL DATE: 01-11-2013
570 LAUSCH LN (See reverse side under Objections)
LANCASTER PA 17601-3076 Amount Remitted r
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 ~
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CARLS RUTH MFILE N0.:21 12-0435 ACN: 101 DATE: 11-12-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON• ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (schedule B) (2) 198,800.23
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) •00
5. Cash/Bank Deposits/Misc. Personal Property (Sehetlule E) (5) 409.98
33,638.45
6. Jointly Owned Property (Schedule F7 (6)
724,974.23
7. Transfers (Schedule G7 (7)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets (8) 957.822.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expenses (SChetlule H) (9) 7.4 94.29
10. Debts/Mortgage Liabilities/Liens (Schedule I7 C10) 2.0 56.31
11. Total Deductions (11) 9,550.60
12. Net Value of Tax Return ()2) 948,272.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (SChetlule J) ()3) .00
14. Net Value of Estate Subject to Tax C14) 948,272.29
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 Lin¢ 14 at spousal rate
16. Amount of Line 14 Taxable at lineal rate
17. Amounk of Line 14 at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Principal Tax Due
TAX CREDITS:
(1s) .00 x 00 - .00
(167 9G N•979-99 x 045 = 42,672.25
a n -nn x 12 .00
ue) .00 x 15 = .00
(19)= 42,672.25
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-J AMOUNT PAID
06-28-2012 CD016194 2,103.75 39,971.25
OS-16-2012 CD016394 .00 597.31
TOTAL TAX PAYMENT 42,672.31
BALANCE OF TAX DUE .O6CR
INTEREST AND PEN. .00
TOTAL DUE .06CR
'T
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL OUE IS REFLECTED AS A CREDIT (C R), VOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.