HomeMy WebLinkAbout11-16-12NOTICE OF INHERITANCE TAX
fSC~~I\p,~~':fIP;P, NT. ALLOWANCE OR DISALLOWANCE
BUREAU DF INDIVIDUAL Tpx ~,, D~~ CTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BO% 280601 ~i~ ,! ~ ..-•-+
HARRISBURG PA 1]128-0601
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MARCUS A MCKM~I~Nt~EP~~tiCa ~CO.. FIa
60 W POMFRET ST
CARLISLE PA 17013-3243
~ Pennsylvania
DEPARTMENT OF REVENUE
REY-1547 EX AFP (09-1D
DATE it-IZ-2012
ESTATE OF BULLIS JAMES H
DATE OF DEATH 04-29-2012
FILE NUMBER 21 12-0585
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: OL-11-2013
(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 --- - 1 RETAIN LOWER PDRTION FOR YOUR RECORDS F
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BULLIS JAMES HFILE N0.:21 12-0585 ACN: 101 DATE: 11-12-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE DF RETURN BASED DN: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule H) I2) .00 credit to your account,
00 Submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) I37 . of this form with your
4. Mort gags/Notes Receivable (Schedule D) C47 •DO tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 24,151.81
6. Jointly Owned Property (Schedule F) C6) 22,422.40
.00
7. Transfers (Schedule G) I7)
e. Total Assets Ie) 46.574.21
APPRDV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Losts/Misc. Expenses CSChetlule H) I97 10.544.42
10. Debts/Mortgage Liabilities/Liens (S<hetlule I7 I107 1.315.93
11. Total Deductions (1l7 11.860.35
12. Net Value pF Tax Return C127 34,713.86
13. Charitable/Governmental Bequests; Non-electetl 9113 Trusts (Schedule J7 Ilg7 .00
14. Net Value of Estate Sub3e<t to Tax 1147 34,713.86
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that Snelude the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Principal Tax Due
TAX CREDITS:
n5) .00 X 00 - .00
cls7 ~.~R~-n~ x 045 = 215.42
nn ~ nn x 12 - .00
Ile) 29,926.79 x 15 = 4.489.02
I19)= 4,704.44
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) pMOUNi PAID
08-13-2012 CD016380 .00 4,704.44
TOTAL TAX PAYMENT
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00,
+ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.