HomeMy WebLinkAbout07-29-11 (4)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
./
JOHN JAMES MOONEY III
230 YORK ST
HANOVER PA 17331
~-
r,r~~ NOT~IG~•~' INHERITANCE TAX
~APPRAISEMEN'T, ALLOWANCE OR DISALLOWANCE
`~I:•,;O'F. ,DE•DUCTL;QNS AND ASSESSMENT OF TAX
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
' DATE 07-25-2011
ESTATE OF KARPER FAYE I
DATE OF DEATH 08-04-2010
FILE NUMBER 21 10-0960
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-23-2011
(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 ~-
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EV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KARPER FAYE IFILE N0.:21 10-0960 ACN: 101 DATE: n7-~~-~nll
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 134,900.00 NOTE: To ens
2.
Stocks and Bonds (Schedule B)
12)
,00 ure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 D submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4
00 of this form with your
) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 12,5 07.75
6. Jointly Owned Property (Schedule F) C6) 11,501.58
7. Transfers (Schedule G) ~7) .00
8. Total Assets cs) 158.909.33
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q)_ 14.977.90
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 15.415.19
11. Total Deductions X11) 30,393.09
12. Net Value of Tax Return (12) 128,516.24
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) _ 128,516.24
NOTE: If an assessment was issued previously, li nes 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:
15. Amount of Line 14 at Spousal rate (15) .00 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1~~~1~~4 x 045 = 5, 783.23
17. Amount of Line 14 at Sibling rate C17) =
~~ X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due
X191= 5, 783
23
TAX CREDITS: .
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-02-2011 CD014384 .00 5,681.94
INTEREST IS CHARGED THROUGH 08-09-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 5,681.94
BALANCE OF TAX DUE _ 101.29
INTEREST AND PEN. ,gl
TOTAL DUE 102.10
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND.- SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (01-10)
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a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRI B R PA 17128-0601
DECEDENT'S NAME
Faye Karper FILE NUMBER
2110-0960
REVIEWED BY ACN
Yvonne Bricker 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
A I 1
The value of the real estate is decreased from $135,000.00 to $134,9(10.00 as the result
of settlement sheet.
H ~ ~ Accepted additional deductions.
ROW
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