HomeMy WebLinkAbout01-31-11NOTICE OF INHERITANCE TAX pennsy van~a ~
/-~.F'~J~-A~SE~!IEN-~i ~14fi~~~OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES - ~"
INHERITANCE TAX DIVISION t "~ {3F.. D~DUC1`~'0'~1 ~ AND ASSESSMENT OF TAX REV-1547 IX AFP C12-10)
PO BOX 280601 ,,~
HARRISBURG PA 17128-0601 ~ ~~
.,~ DATE 01-25-2011
ESTATE OF ROHRER HARRY H
DATE OF DEATH 11-03-2009
~ c-^4,~'~',~- FILE NUMBER 21 09-1151
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EVAN ROHRER ~i ~€~ qf;~~ t ~'~.~` ', l ~'~~ ~`-~, ACN 101
120 BRINDLE RD APPEAL DATE: 03-26-2011
M E C H A N I C S B U R G P A 17 0 5 5 (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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROHRER HARRY HFILE N0.:21 09-1151 ACN: 101
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OR
DATE: 01-25-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 158, 000.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) 135, 692.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
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) 16, 102.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 465,90b.00
8. Total Assets c8) 775, 700.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 31.4 3 0.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,6 8 8.0 0
11. Total Deductions (11) 36,118.00
12. Net Value of Tax Return (12) 739,582.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax c14) 739,582.00
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 return s assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 739 .58?.00 x 045 = 33,281.00
17. Amount of Line 14 at Sibling rate (17) _n 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)= 33, 281.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-10-2010 CD013626 .00 33:281.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-11-2010
TOTAL TAX PAYMENT 33,281.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 362.43
TOTAL DUE 3b2.43
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.