HomeMy WebLinkAbout07-29-11~F~, ', `~~" ~CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES I ~Rdt,~'~'~ T, ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISION Gr ~ 'O~F D~ TIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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ORPF'~N'S COURT
CIJP,~P>~RLA~1i i Cif! , PA.
MURREL WALTERS III ESQ
54 E MAIN ST
MECHANICSBURG PA 17055
pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 07-18-2011
ESTATE OF ROCHE III EDGAR E
DATE OF DEATH 10-31-2010
FILE NUMBER 21 10-1189
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2011
(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
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROCHE III EDGAR EFILE N0.:21 10-1189 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
.00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 3,6 28.50
6. Jointly Owned Property (Schedule F) (6) 69,650.00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets cs) 113,278.50
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 5.596.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 28,956.98
11. Total Deductions C11) 34,553.48
12. Net Value of Tax Return C12) 78,725.02
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedul e J) C13) .00
14. Net Value of Estate Subject to Tax (14) 78,725.02
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 x 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 78,725.02 X 15 = 11,808.75
19. Principal Tax Due C19)= 11,808.75
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-11-2011 CD014450 .00 11,808.75
TOTAL TAX PAYMENT 11,808.75
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. _(~,