HomeMy WebLinkAbout11-12-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL` `PA~C~$ ~~ ~~~R~,.ISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION cg ~' ','''' Q~ DEDUCTIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-09) t
DATE 11-08-2010
ESTATE OF GRANOFF JOHN H
DATE OF DEATH 10-17-2009
FILE NUMBER 21 10-0041
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: O1-Oi7-2011
(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 ~-' _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRANOFF JOHN HFILE N0.:21 10-0041 ACN: 101 _______________
OR
DATE: 11-08-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) C2) 5,2 6 2.38 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,8 0 0.0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers tSchedule G) C7) $57,586.12
8. Total Assets C8) _ 864,648.50
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 12+8 2 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) _ 12,825.00
12. Net Value of Tax Return C12) _ 851 , 823.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ •0 0
14. Net Value of Estate Subject to Tax t14) _ 851 , 823.50
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date .
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 161,282.09 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 690 , 541 .41 x 045 = 31 , 074.36
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 31 , 074.36
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-12-2010 CD012230 1,473.68 2$,000.00
07-08-2010 CD013039 .00 1,600.68
TOTAL TAX PAYMENT 31,074.36
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.