HomeMy WebLinkAbout07-29-11 (2)NOTICE OF INHERITANCE TAX
rrrrAp~RAIS`&~!`~1~- ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ;'{f
INHERITANCE TAX D1v1S1oN LL - OF ~ED,U:~~TCIDNS AND ASSESSMENT OF TAX
PO BOX 280601 I'F.'~ .. ''_ ._ ~._.:.l~
HARRISBURG PA 17128-0601
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CLERK CF
ORPH'AN'S COURT
FRANCIS E ROSWOG CUMR~:RLAf'°± 'l ) , PA.
7 GALE ROAD
CAMP HILL PA 17011
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 07-18-2011
ESTATE OF ROSWOG MICHELLE M
DATE OF DEATH 08-24-2006
FILE NUMBER 21 06-0787
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
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 APP ---------
RAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROSWOG MICHELLE MFILE N0.:21 06-0787 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 4,5 50.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) .00
(3) submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 21,014.00
6. Jointly Owned Property (Schedule F) (6) 5, 110.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 30 , b74. 00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16.817.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,460.00
11. Total Deductions C11) 21,277.00
12. Net Value of Tax Return (12) 9,397.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 9,397.00
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 returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 5.497.00 x 045 = 247.00
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) 3, 900.00 X 15 - 585.00
19. Principal Tax Due (19)= $32.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-04-2011 CD014403 182.00- 1,014.00
07-11-2011 SBADJUST .00 .20
TOTAL TAX PAYMENT 832.00
BALANCE DF 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. ~