HomeMy WebLinkAbout07-29-11r ~~~~,,~- -r_~p~I~¢ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~ K~'!PR-At~Ep,,,~l , ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION !~..t~, ,..',~7F DEDU'C-.SONS AND ASSESSMENT OF TAX
PD BOX 280601
HARRISBURG PA 17128-0601
L.
CLERK OF
ORPHAN'S COURT
BARBARA N MISICKO~~~~~~~~~~~ ~~ ~ ~~~
6 BRETZ CIRCLE
SHERMANS DALE PA 17090
C1) 175, 000.00
c2) .00
c3) .00
c4) .00
c5) 186,483.69
t6) .00
c7) .00
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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NACE ROBERT LFILE N0.:21 10-0840 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)
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)
L0. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania i
DEPARTMENT OF REVENUE ~'
REV-1547 EX AFP (12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cB) 361 , 483.69
(9) 20 , 262.34
clo) 2,324.33
11. Total Deductions (11) 22,586.67
12. Net Value of Tax Return X12) 338,897.02
13. Charitabl e/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 338,897.02
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflec t 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) .00 x 045 = .00
17. Amount of Line 14 at Sibling rate (17) 338.897-02 X 12 = 40,667.64
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 40,667.64
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-25-2010 CD013536 2,033.38 42,000.00
TOTAL TAX PAYMENT 44,033.38
BALANCE OF TAX DUE 3,365.74CR
INTEREST AND PEN. .00
TOTAL DUE 3,365.74CR
DATE 07-18-2011
ESTATE OF NACE ROBERT L
DATE OF DEATH 08-06-2010
FILE NUMBER 21 10-0840
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
+ 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. ,~~