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HomeMy WebLinkAbout05-09-11~, NOTICE OF INHERITANCE TAX pennsylvan~a ' ~ A;~P~AiIS~M;~ ti ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES '-_ - - - r INHERITANCE TAX DIVISION _ Of ' DE~UC~TIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10) PO BOX 280601 ~. I...; ~_. .:'_ ._~~ HARRISBURG PA 17128-0601 k % '' ~' -'~ i - S a ~ { C,r _ ~.~ ,1 ~,;,_ ~~ , ~ ~~ ~ i ELYSE E ROGERS ~®' ~' ' -~` ~-~ STE 400 635 N 12TH ST LEMOYNE PA 17043 DATE 04-25-2011 ESTATE OF CARIGNAN RONALD G DATE OF DEATH 0~6-19-2010 FILE NUMBER 21 11-0227 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 06-24-2011 (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 ~ __RETAIN_LOWER_PORTION FOR YOUR RECORDS E~ ______________ REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: CARIGNAN RONALD GFILE N0.:21 11-0227 ACN: 101 DATE: 04-25-2011 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C1) .00 C2) .00 C3) .00 C4) .00 C5) .00 C6) .00 (7) 948,854.90 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. ($) 948,854.90 C9) .00 Clo) .00 (11) .0 0 11. Total Deductions 948,854.90 12. Net Value of Tax Return C12) 0 0 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) . 14. Net Value of Estate Subject to Tax C14) 948,854.90 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 d ate. ASSESSMENT OF TAX: 8Fi4 90 X 00 = 948 .00 15. Amount of Line 14 at Spousal rate (15) . , 16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 X 04 5 = .0 0 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)= .0 0 TAY ~`DCTITTC PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST' AND PEN. .00 TOTAL DUE .00 IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.